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