Westhollow Wealth Management offers wealth management services that combine financial planning and investment management. They work with individuals, high net worth individuals, trusts, estates, and businesses. Westhollow acts as a fiduciary, legally required to act in your best interest. They create customized investment strategies using low-cost, diversified investments like ETFs, individual stocks, and mutual funds. Financial planning services cover areas like retirement, education, and savings.
Assets Under Management$3.9M
Clients5
Advisors1
Avg. per Client$790K
Avg. per Advisor$3.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.70% |
| $500K - $1000K | 1.65% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.40% |
Fees may be negotiable at the sole discretion of the Advisor. Investment management only fees are charged an annual fee of 0.65%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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