How does the advisor help clients – Key Takeaways:
WESTMOUNT ASSET MANAGEMENT, LLC is a reputable financial advisory firm that provides top-notch financial expertise to its clients. They have been in the business for a considerable number of years and have gained a loyal following due to their commitment to offering personalized and comprehensive financial services. Through their services, clients can achieve their long-term financial goals and secure their financial future.
Facts and Insights
WESTMOUNT ASSET MANAGEMENT, LLC was founded in 2005 and is currently headquartered in New York City. The firm has over 100 advisors, who collectively manage assets worth over $5 billion. Their team of experts includes certified financial planners, portfolio managers, and investment analysts, all of whom possess a wealth of experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | 100+ | 15 years |
Financial Services Offered
WESTMOUNT ASSET MANAGEMENT, LLC offers a comprehensive range of financial services to cater to the diverse needs of their clients. Some of their primary services include:
- Investment Management
- Estate Planning and Wealth Transfer
- Tax Planning
- Retirement Planning
- Risk Management
- Asset Allocation
Client Types
WESTMOUNT ASSET MANAGEMENT, LLC caters to a diverse group of clients, from high net worth individuals and families to institutions and endowments. Their personalized approach allows them to understand their clients’ unique financial situations and provide tailored solutions to meet their specific needs.
Fees & Compensation
WESTMOUNT ASSET MANAGEMENT, LLC believes in transparency and fairness when it comes to fees and compensation. They primarily charge a percentage of assets under management, which ensures that their interests are aligned with their clients’ success. However, the exact fee structure may vary depending on the level and complexity of services provided.
Background
The team at WESTMOUNT ASSET MANAGEMENT, LLC comprises highly qualified and experienced financial professionals who are committed to providing the best possible financial advice to their clients. Their expertise and dedication have earned them recognition and awards in the industry, cementing their reputation as a trusted and reliable financial advisor.
Financial Advisor Disclosures to Know
As a registered investment advisor, WESTMOUNT ASSET MANAGEMENT, LLC is bound by strict regulations and is required to disclose any potential conflicts of interest or disciplinary actions. Their Form ADV, available on the Securities and Exchange Commission’s website, provides information on fees, services, and any other necessary disclosures. The firm encourages clients to review this document carefully before engaging their services.