Westpoint Wealth Management, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
WestPoint Wealth Management provides investment management services on a discretionary or non-discretionary basis. WestPoint may recommend third-party managers. WestPoint also offers financial planning services, including retirement strategy, risk management, and tax reduction strategies. WestPoint provides services to qualified retirement plans including 401(k) plans, 403(b) plans, pension and profit-sharing plans, cash balance plans, and deferred compensation plans.
Assets Under Management$100M
Clients495
Advisors10
Avg. per Client$210K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Annual fee is negotiable based on various criteria. WestPoint also uses third-party managers such as Orion Portfolio Solutions, SEI, and AssetMark, which have their own fee structures.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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