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
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is an officer of Ebiz Search Solutions, a non-investment-related internet marketing business, since 2009 or 2010. She spends minimal time on this activity, mainly on paperwork.