Westmount Partners, LLC
Assets Under Management
$5.2B
Number of Clients
1,435
Number of Advisors
26
Average Client AUM
$3.6M
AUM per Advisor
$200.1M
Compensation
Fee-Only (AUM)
About This Firm
Westmount Partners offers discretionary investment management, assisting clients in defining investment objectives and developing appropriate portfolios. They monitor investments and provide quarterly reports. They also provide retirement planning analysis, including cash flow modeling and guidance on Social Security claiming strategies. Westmount may recommend investments in alternative strategies through private funds.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
A minimum quarterly fee of $5,000 may be charged to clients whose assets under management are less than Westmount’s required minimum investment amount of $5,000,000. Westmount offers a discounted advisory fee to non-profits. In exceptional cases, Westmount will negotiate alternative fee arrangements.
Fee Estimator
You'll pay an annual fee based on the value of your investment account. The fee is 1.00% on the first $10 million, 0.75% on the next $10 million, 0.50% on the next $30 million, and 0.25% on amounts over $50 million. A minimum quarterly fee of $5,000 may be charged to clients whose assets under management are less than Westmount’s required minimum investment amount of $5,000,000. Westmount offers a discounted advisory fee to non-profits. In exceptional cases, Westmount will negotiate alternative fee arrangements.
Areas of Practice
Location
2049 Century Park East, Suite 2500, Los Angeles, CA, 90067