Westbourne Investments manages customized investment portfolios and provides personal financial planning for individuals and institutions. Founded in 1990 and based in Alexandria, Virginia, Westbourne specializes in tailored account management. The firm designs stock and bond portfolios in strict accordance with each client's individual investment objectives and risk tolerance. Westbourne's investment strategies include diversified equity and balanced portfolios, exchange-traded fund management, option trading strategies, and personal financial planning that encompasses cash flow, income sources, insurance, and asset allocation. Portfolios are managed on a discretionary basis, meaning Westbourne makes trades on behalf of clients based on agreed-upon strategies.
Fee Structure
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% |
Rates shown are for equities. Fixed income is charged at 0.50% per year. Option trading fees are negotiable. Fees are negotiable on a client-by-client basis.