Westbourne Investments offers personalized investment management and financial planning. They design stock and bond portfolios based on individual client objectives. Services include personal financial planning, diversified equity and balanced portfolio management, ETF portfolio management, and options strategies. Portfolios are managed according to client needs and objectives, which are documented in client files.
Assets Under Management$220M
Clients191
Advisors5
Avg. per Client$1.2M
Avg. per Advisor$44M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
Fees are negotiable. Fixed income is charged at 0.500%. Option trading fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...