How does the advisor help clients – Key Takeaways:
WESTRATE CAPITAL MANAGEMENT, INC. serves as a trusted financial expert for their clients by providing reliable and personalized wealth management services. They strive to understand their clients’ financial goals and objectives, and offer customized solutions to achieve them. With their expertise and comprehensive financial services, WESTRATE CAPITAL MANAGEMENT, INC. helps their clients build and preserve their wealth for the future.
Facts and Insights
WESTRATE CAPITAL MANAGEMENT, INC. was founded in 2005 and is based in California. The firm is registered with the Securities and Exchange Commission (SEC) as an investment advisor and has a team of experienced advisors with a deep understanding of the financial markets and industry trends. They have a proven track record of helping their clients achieve their financial goals through sound investment strategies and personalized advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
WESTRATE CAPITAL MANAGEMENT, INC. offers a wide range of financial services to their clients, including:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
The firm caters to a diverse client base, including:
- Individuals
- Families
- Business owners
- Retirees
Fees & Compensation
WESTRATE CAPITAL MANAGEMENT, INC. follows a fee-only structure, which means they are compensated solely by their clients and do not receive any commissions from third parties. This ensures that their advice is always unbiased and in the client’s best interest. The firm’s fees are based on a percentage of assets under management, and they do not charge any additional fees for their financial planning services.
Background
The founding partners of WESTRATE CAPITAL MANAGEMENT, INC. have over 20 years of experience in the financial industry and are backed by a team of skilled and knowledgeable advisors. They are committed to providing their clients with exceptional service and personalized advice that is tailored to their unique financial needs and circumstances.
Financial Advisor Disclosures to Know
WESTRATE CAPITAL MANAGEMENT, INC. has a clean compliance record with no disciplinary actions or legal disputes. It is important to note that past performance does not guarantee future results, and clients should always carefully review an advisor’s disclosures before making any financial decisions.