WestPark Capital (WPC) is a registered investment advisor offering financial planning, investment management, consulting, and third-party investment management services. WPC works with individuals, trusts, families, retirement accounts, sole proprietorships, and corporations. WPC is affiliated with a broker/dealer and an insurance agency, both with common ownership.
Assets Under Management$48M
Clients234
Advisors12
Avg. per Client$200K
Avg. per Advisor$4M
Fee Structure
Investment management only (planning not offered)
WPC offers investment management through third-party money managers (TPMs). The annual asset-based fee can range from 0.25% to 2.75% of the assets managed. Fees may vary depending on the size of the account. The TPM's fees and billing schedule will be disclosed in their brochure. A percentage of the total fee is shared by the TPM, WPC, and your Investment Advisor Representative.
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