Westmark Wealth Management primarily refers clients to unaffiliated money managers or investment advisors through separately managed accounts and managed account programs. Westmark Wealth Management assists clients in establishing investment objectives for the third-party manager and monitors the activities of the third-party managers. Westmark Wealth Management also provides non-discretionary investment consulting services to clients seeking alternative investments and qualified retirement plan consulting services to plan sponsors.
Assets Under Management$160M
Clients391
Advisors4
Avg. per Client$410K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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