Westlake Asset Management offers asset management services focused on building portfolios designed to meet client needs. They help organizations develop and execute investment strategies for yield and appreciation in public and private markets. They meet with clients to discuss their financial circumstances, investment goals, and risk tolerance to recommend or tailor an appropriate investment strategy. They also offer sub-advisory services to other advisors.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Westlake Asset Management charges a percentage of the amount you invest. The fees may be negotiable.
- Private Debt & Equity: 1.0% - 2.0%
- Public Debt & Equity: 0.5% - 2.0%
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