Lisa Westermark
Lisa Westermark is a ChFC-designated registered investment advisor at Beverly Hills Private Wealth, LLC, based in Beverly Hills, CA, with 8 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 226 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Beverly Hills Private Wealth offers Comprehensive Portfolio Management services. The annual fee will not exceed 1.50% of the portfolio's value. Fees are calculated monthly in advance based on the average daily value of the account. If the firm uses a third-party money manager, their fees are in addition to Beverly Hills Private Wealth's fee. For accounts using the SmartX platform, the total fee, including platform access, brokerage, and custody, ranges from 0.09% to 0.44%.
Location
350 S. Beverly Drive, Suite 360, Beverly Hills, CA, 90212
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Beverly Hills Private Wealth, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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