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.
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Learn about disclosures →Anibal works as a trader for Westwood Management Corp., an investment management firm, since November 2022. This activity is investment-related and takes nearly full-time hours.