Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Areas of Practice
Advisor Information
Office location
13111 Westheimer Rd., Suite 475, Houston, TX, 77077
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Barbara is a partner at Compass Retirement Planning, selling securities and products offered through Calton & Associates, dedicating full-time hours to this role. She is also an agent at Westpark Wealth Advisors, offering products and services, spending about a quarter of her time on this activity.