Westlight Wealth, operating under Rounick Capital Management, offers ongoing portfolio management services tailored to individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client to guide asset allocation and selection. Westlight Wealth primarily recommends equities but may use other securities to diversify portfolios. They seek discretionary authority to execute trades in clients' best interests.
Assets Under Management$21M
Clients7
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 0.95% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.30% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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