Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
A minimum quarterly fee of $5,000 may be charged to clients whose assets under management are less than Westmount’s required minimum investment amount of $5,000,000. Westmount offers a discounted advisory fee to non-profits. In exceptional cases, Westmount will negotiate alternative fee arrangements.
Fee Estimator
You'll pay an annual fee based on the value of your investment account. The fee is 1.00% on the first $10 million, 0.75% on the next $10 million, 0.50% on the next $30 million, and 0.25% on amounts over $50 million. A minimum quarterly fee of $5,000 may be charged to clients whose assets under management are less than Westmount’s required minimum investment amount of $5,000,000. Westmount offers a discounted advisory fee to non-profits. In exceptional cases, Westmount will negotiate alternative fee arrangements.
Areas of Practice
Advisor Information
Office location
2049 Century Park East, Suite 2500, Los Angeles, CA, 90067
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