Westview Investment Advisors offers investment management services tailored to individual client needs, focusing on short-term and long-range investment goals. They also provide standalone financial planning and consulting services, or in combination with investment advisory services. For clients with $1,000,000 or more under management, financial planning is included. Westview also offers retirement plan consulting services to plan sponsors.
Assets Under Management$230M
Clients165
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$57M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5,000,001. Clients with $1,000,000 or more in assets under management are eligible to receive financial planning and consulting services for no additional fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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