Westpark Wealth Advisors offers investment advice through a wrap fee program on both a discretionary and non-discretionary basis. They help clients select investments based on their needs and risk tolerance. Westpark Wealth Advisors may also recommend third-party money managers. Additionally, they provide financial advisory services, including general financial planning and investment planning, tailored to individual client goals like education, retirement, and estate planning.
Assets Under Management$230M
Clients700
Advisors26
Avg. per Client$330K
Avg. per Advisor$8.8M
Fee Structure
Westpark Wealth Advisors' investment advisory services are offered for a percentage of the value of your portfolio. The annual fee ranges from 0.0% to 2.00%, but each advisor representative has different fee schedules, so fees vary. These fees are negotiable.
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Location
26 Advisors at this firm
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