Westmoor Wealth offers wealth management services, including investment management and financial planning, to individuals and high net worth individuals. Investment management involves creating customized portfolios using low-cost mutual funds and ETFs, while financial planning covers areas like retirement, education, and personal savings. Westmoor Wealth may recommend independent managers and provides ongoing oversight.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$150K
Planning is included in investment management
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees may be negotiable at the sole discretion of Westmoor Wealth. The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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