Westwood Management CORP
Assets Under Management
$12.8B
Number of Clients
289
Number of Advisors
12
Average Client AUM
$44.3M
AUM per Advisor
$1.1B
Compensation
Fee-Only (AUM)
About This Firm
Westwood Management Corp. offers tailored portfolio management services to individuals, investment companies, pension plans, trusts, estates, charitable organizations, corporations, government entities, pooled investment vehicles, and sovereign wealth funds. They implement investment strategies and provide ongoing updates to investment advice, including model portfolios. Westwood aims for equitable allocation of investment opportunities among clients.
Fee Structure
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
Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201