Westbourne Investments, INC.
Assets Under Management
$221.1M
Number of Clients
191
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$36.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Westbourne Investments provides tailored investment management using ETFs, individual stocks, and options strategies. They develop strategic asset allocation plans based on client risk tolerance and investment objectives. Portfolios are managed according to client needs and objectives, documented in client files.
Fee Structure
Fees for investment advisory services are negotiated on a client-by-client basis and agreed to in writing. Financial planning is billed at a fixed rate, with estimates provided and a deposit requested. Custodians may charge transaction fees. Mutual funds and ETFs also charge management fees included in their expense ratios.
Areas of Practice
Location
2121 Eisenhower Avenue, Suite 605, Alexandria, VA, 22314