Westpark Capital, INC.
Assets Under Management
$47.6M
Number of Clients
234
Number of Advisors
12
Average Client AUM
$203K
AUM per Advisor
$4.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WestPark Capital, Inc. (WPC) is an SEC-registered investment adviser offering financial planning, investment management (discretionary and non-discretionary), consulting, and third-party investment management services to individuals, trusts, families, retirement accounts, sole proprietorships, corporations, and business trusts. WPC is affiliated with a broker/dealer and insurance agency under common ownership.
Fee Structure
Financial planning fees range from $150 to $7,500 per plan, depending on complexity. Consulting fees are based on the type of consulting offered (one-time, ongoing, hourly, or flat rate) and are negotiable. Annual asset-based fees range from 0.25% to 2.75% of assets managed. Management fees are exclusive of brokerage commissions, transaction fees, and other related costs. You may cancel your agreement within five days of execution and receive a full refund.
Areas of Practice
Location
535 5th Ave, 22nd Floor, New York, NY, 10017