Westwood charges fees based on a percentage of assets under management, and for some strategies, performance-based fees or a combination of both. Fees are negotiable depending on account size, complexity, and services requested. Minimum account sizes may be waived at Westwood's discretion. Model portfolio fees are also negotiable and may be tiered depending on the platform's asset potential, advisor base, operational complexity, and the breadth of services and support required.
200 Crescent Court, Suite 1200, Dallas, TX, 75201
Get directionsGregory is the President of Real Assets at Westwood Management Corp., a full-time position. He is also the General Partner and Sole Member of RDG Capital Management LLC, dedicating a few hours per week to management activities.