…
About WESTBOURNE INVESTMENT ADVISORS INC.
WESTBOURNE INVESTMENT ADVISORS INC. is a well-established financial advisory firm that has been providing expert financial advice to clients for over 20 years. The company prides itself on being a trusted partner to its clients and has a team of experienced advisors who are dedicated to helping individuals and businesses achieve their financial goals.
How Does the Advisor Help Clients – Key Takeaways:
- Provides expert financial advice and guidance
- Customizes financial plans to fit the unique needs of each client
- Offers a diverse range of financial services
- Serves various types of clients including individuals and businesses
- Fully discloses fees and compensation structure
- Backed by years of experience and expertise
Facts and Insights
As a well-established financial advisory firm, WESTBOURNE INVESTMENT ADVISORS INC. has a wealth of experience and expertise in the industry. Here are some important facts and insights about the company:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
WESTBOURNE INVESTMENT ADVISORS INC. offers a comprehensive range of financial services to help its clients achieve their financial goals. Some of the services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
- Cash flow analysis
Client Types
The company serves a diverse range of clients, including individuals and businesses. They have experience working with clients from various industries and backgrounds, allowing them to customize their services to fit the unique needs of each client.
Fees & Compensation
WESTBOURNE INVESTMENT ADVISORS INC. follows a transparent fee and compensation structure and fully discloses all fees to its clients. The company charges a percentage of assets under management as their fee, with the percentage decreasing as the assets under management increase.
Background
WESTBOURNE INVESTMENT ADVISORS INC. was founded in 1999 by experienced financial advisors who wanted to provide personalized and customized financial solutions to their clients. Over the years, the company has grown and established a strong reputation for its expertise and dedication to helping its clients achieve their financial goals.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest when working with a financial advisor. Here are some important disclosures to know about WESTBOURNE INVESTMENT ADVISORS INC.:
- The company’s advisors may receive commissions from the sale of certain investment products
- The company may receive compensation from third-party services that it recommends to its clients
- Some advisors may have personal investments in certain products that they recommend to clients
- The company has policies in place to mitigate any potential conflicts of interest