How does the advisor help clients – Key Takeaways:
WESTLAND GATE CAPITAL, LLC is a financial advisory firm that offers a range of services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides personalized financial advice and support to individuals and businesses.
Facts and Insights
The firm was founded in 2002 and has been in business for over 18 years. In that time, it has built a strong reputation for providing high-quality financial planning and investment management services. WESTLAND GATE CAPITAL, LLC currently has assets under management (AUM) of over $500 million and a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business: {table}
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18+ years |
Financial Services Offered
WESTLAND GATE CAPITAL, LLC provides a comprehensive range of financial services to its clients. These services include financial planning, investment management, retirement planning, tax planning, estate planning, and more.
Client Types
The firm caters to a diverse range of clients, including high-net-worth individuals, families, and small businesses. WESTLAND GATE CAPITAL, LLC works closely with each client to understand their unique financial needs and goals, and develops customized strategies to help them achieve their objectives.
Fees & Compensation
WESTLAND GATE CAPITAL, LLC follows a fee-based compensation structure, which means that clients pay a percentage of their AUM as a fee for the firm’s services. This fee structure aligns the firm’s interests with those of its clients, as the firm only earns more when the client’s investments perform well.
Background
The advisors at WESTLAND GATE CAPITAL, LLC have a wealth of experience and expertise in the financial industry. They hold various professional certifications and designations, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). This enables the firm to provide clients with expert financial guidance and advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, WESTLAND GATE CAPITAL, LLC is required to be transparent about any potential conflicts of interest or disciplinary actions. The firm has a clean record with no disciplinary actions or complaints reported on its Form ADV, which is publicly available for clients to review.