Westwood Wealth Management

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Westwood Advisors manages investments for private funds, which are only offered to qualified investors. They invest in other private funds and companies that the firm believes are attractive investment opportunities. Westwood Advisors has delegated investment management responsibilities of the Salient MLP Total Return Fund, LP and the Salient MLP Total Return TE Fund, LP to its affiliate, Westwood Management.

Assets Under Management$640M
Clients502
Advisors8
Avg. per Client$1.3M
Avg. per Advisor$80M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

8 Advisors at this firm

Westwood Wealth Management | TrueAdvisor