Westbrook Investment Advisory offers investment advisory services, including discretionary investment management, qualified plan consulting, and financial consulting. They work with individuals, high-net-worth individuals, families, trusts, estates, businesses, and charities. Investment recommendations may include mutual funds, ETFs, stocks, bonds, and other investment vehicles. Westbrook Investment Advisory monitors client portfolios on an ongoing basis.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees above $10,000,000 are to be determined.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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