Westmount Capital Group LLC offers personalized investment advisory and wealth management services tailored for high-net-worth families, family offices, trusts, and estates. Led by Charles J.A. D’Angelo, the firm focuses on portfolio management, tactical asset allocation, fundamental and quantitative investment analysis, and reviewing estate plans. Westmount utilizes alternative investments, equities, and fixed income strategies to align with client objectives. The firm typically requires a minimum account size of $10,000,000, though this minimum can be waived at its discretion. Services are delivered directly by experienced professionals who prioritize aligning investments with individual client goals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees typically range from 0.50% to 1.00% plus a base retainer fee, depending on account size and complexity.