Westpark Wealth Advisors charges fees based on a percentage of assets under management, with an annual range of 0.0% to 2.00%. Each Investment Advisor Representative has different fee schedules, so annual fees vary. Fees can be paid quarterly, semi-annually, or annually, in advance or in arrears. Hourly charges and fixed fees may be charged for some advisory services, negotiated with the client. Financial planning/consulting fees are billed at a fixed rate of $250.00 - $5,000.00, or hourly rates ranging from $50.00 - $250.00.
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
Get directionsFredrick owns Tri-Vest Financial, an investment management DBA, and works as an investment advisor representative (IAR) for Westpark Wealth Advisors. He also works as a tax preparer for H&R Block.