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
9401 Lyndon B Johnson Frwy, Suite 403, Dallas, TX, 75243
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 ActivitiesSells Insurance
Kiran works with IFC Group/Interactive Financial Concepts as a financial advisor, selling insurance and annuities, and advising on investment products, dedicating full-time hours to this role. Kiran also works as an agent selling Medicare health insurance, spending a few hours per week on this non-investment related activity.