Assets Under Management
$221.1M
Number of Clients
191
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$36.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Westbourne Investments provides independent, customized account management for individuals and institutions. They specialize in personal management of client assets, designing stock and bond portfolios based on individual investment objectives. They offer personal financial planning, diversified equity and balanced portfolio management, ETF portfolio management, and options strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $300K | 1.65% |
| $300K - $500K | 1.40% |
| $500K - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.78% |
2121 Eisenhower Avenue, Suite 605, Alexandria, VA, 22314