MB

Michael Carl Blaze

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
12 advisors
Number of Clients
289 clients
Average Client Portfolio
$44.3M average
Assets Under Management
$12.8B

Fee Structure

Minimum Investment:$2.5M
Financial Planning:Investment management only

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.

Areas of Practice
Investment Management
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Advisor Information

Office location

200 Crescent Court, Suite 1200, Dallas, TX, 75201

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Regulatory History (1)
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Financial
June 2019
Final
Employment History
Current Registrations
Westwood Management CORP
July 2024 - Present · 1 yr 6 mos
Salient Capital L.P.Broker
March 2024 - Present · 1 yr 10 mos
Salient Capital L.P.
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Nuveen Asset Management, LLC
September 2011 - November 2023 · 12 yrs 2 mos
Nuveen Fund Advisors, INC.
July 2007 - September 2011 · 4 yrs 2 mos
Nuveen Securities, LLCBroker
July 2007 - November 2023 · 16 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
October 2005 - June 2007 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2005 - June 2007 · 1 yr 8 mos
State Registrations28 states
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AdvisorBroker
Exams
No exam information available for this advisor.