Westminster Financial Advisory CORP
Assets Under Management
$1.2B
Number of Clients
2,022
Number of Advisors
45
Average Client AUM
$606K
AUM per Advisor
$27.2M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Westminster Financial Advisory Corporation offers investment supervisory services, general investment advice, and advice involving securities. They engage with prospective clients to understand their individual circumstances, needs, risk tolerance, time frame, and objectives to determine the appropriateness of an investment advisory relationship. The advisory fee may include general financial advice such as retirement planning, insurance reviews, 401(k) recommendations, and education funding.
Fee Structure
Fees are calculated as a percentage of assets under management. Accounts are charged in advance or arrears for a three-month period based on account balances. The annual advisory fee will not exceed 2.5% of the managed account value, and the negotiated rate is identified in the investment advisory agreement. The annual percentage rate is negotiable based on several factors, including the services offered, the complexity of the services, the total amount of assets involved in the household, and the relationship with the advisor. Clients may also be charged a commission and/or service fee for trades executed in their account, which is also negotiable.
Areas of Practice
Location
50 Chestnut Street, Suite A-400, Beavercreek, OH, 45440