Westpark Capital, INC.

Fee-Only (% of Portfolio)Fixed/Hourly

WestPark Capital operates as a registered investment advisor providing financial planning, consulting services, investment management, and access to third-party money managers. Services are offered on a discretionary or non-discretionary basis depending on client needs and the program selected. WestPark Capital works with individuals, high net worth individuals, trusts, estates, retirement plans, and corporations. The firm is affiliated with a registered broker-dealer and an insurance agency, which can create conflicts of interest if clients choose to purchase recommended products or insurance through affiliated representatives. WestPark Capital utilizes various third-party managers to handle day-to-day investment decisions, and clients are subject to both general market risks and specific risks associated with those third-party strategies.

Assets Under Management$53M
Clients265
Advisors11
Avg. per Client$200K
Avg. per Advisor$4.8M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.75%

Annual asset-based fees range from 0.25% to 2.75% depending on account size and the selected third-party manager program.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

11 Advisors at this firm

Westpark Capital, INC. - Fees, AUM & Advisors | TrueAdvisor