Julie Yoon is a CFP-designated registered investment advisor at Westmount Partners, LLC, based in Los Angeles, CA, with 2 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,435 clients with $5.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Westmount offers a discounted advisory fee to non-profits. In exceptional cases, Westmount will negotiate alternative fee arrangements.
Fee Estimator
Location
2049 Century Park East, Suite 2500, Los Angeles, CA, 90067
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Westmount Partners, LLC
State Registrations1 state
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