Westpark Wealth Advisors, INC.
Assets Under Management
$229.3M
Number of Clients
700
Number of Advisors
25
Average Client AUM
$328K
AUM per Advisor
$9.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Westpark Wealth Advisors is an SEC-registered investment advisory firm offering investment advice to individuals, trusts, estates, and business organizations. Services are provided through a wrap fee program on both discretionary and non-discretionary bases. They also offer financial advisory services, including general financial planning and investment planning, tailored to individual client goals.
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
Location
13111 Westheimer Rd., Suite 475, Houston, TX, 77077