Westmont Advisory manages investment portfolios and provides personalized financial planning for individuals and families, primarily serving high net worth clients. Westmont builds customized, long-term portfolios using a buy-and-hold strategy, investing in exchange-traded funds, individual stocks, bonds, alternative investments like private placements, and digital assets such as cryptocurrencies. Clients can set reasonable restrictions on their accounts, such as avoiding specific sectors like fossil fuels or tobacco. Westmont operates with discretion to make trades without prior approval for each transaction. The firm's leaders have professional affiliations with separate accounting and legal practices, offering potential cross-referrals while maintaining separate billing. Westmont requires a significant minimum investment, reflecting its focus on affluent clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Standard fee is a flat 3% annually, not tiered. Fees are negotiable at the firm's discretion based on account size, relationship nature, or referral source.