How does the advisor help clients – Key Takeaways:
WESTSIDE CAPITAL MANAGEMENT, LLC is a trusted financial advisor that provides expert guidance and strategies to help clients achieve their financial goals. They offer personalized solutions for clients in various financial situations and stages of life.
- Provides comprehensive financial services and advice
- Develops investment strategies tailored to clients’ needs
- Offers ongoing support and guidance to help clients stay on track
Facts and Insights
WESTSIDE CAPITAL MANAGEMENT, LLC has a strong track record of success and expertise in the financial industry. Here are some key facts and insights to know about this advisor:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 20+ years |
With over $500 million in assets under management, WESTSIDE CAPITAL MANAGEMENT, LLC has proven their ability to effectively manage and grow clients’ investments. They also have a team of 10+ experienced advisors who are dedicated to providing top-notch service and advice. With 20+ years in business, this advisor has established a strong reputation in the financial industry and has helped numerous clients achieve financial success.
Financial Services Offered
WESTSIDE CAPITAL MANAGEMENT, LLC offers a wide range of services to meet the diverse needs of their clients. Some of the services they offer include:
- Asset management
- Investment planning and strategy
- Retirement planning
- Estate planning
- Tax planning
- Insurance and risk management
Client Types
WESTSIDE CAPITAL MANAGEMENT, LLC works with a variety of clients, including:
- Individuals
- High-net-worth individuals
- Families
- Business owners
- Retirees
No matter the client type, this advisor is committed to providing personalized and tailored solutions to help them achieve their financial goals.
Fees & Compensation
WESTSIDE CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning they are not compensated through commissions or other forms of compensation. This fee structure aligns their interests with their clients’ and ensures that their recommendations are in the best interest of the client.
Below are the fees associated with their services:
- Asset management fees: 0.50% to 1.20% of assets under management
- Financial planning fees: Fixed or hourly fee based on the complexity of the client’s situation
WESTSIDE CAPITAL MANAGEMENT, LLC believes in transparency and will fully disclose all fees and compensation to their clients.
Background
WESTSIDE CAPITAL MANAGEMENT, LLC was founded in 1998 with the goal of providing comprehensive and personalized financial planning and advice to clients. Their team of experienced advisors has a deep understanding of the financial industry and strives to stay abreast of market trends and changes to best serve their clients.
They are headquartered in New York City and serve clients nationwide.
Financial Advisor Disclosures to Know
As a registered investment advisor, WESTSIDE CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest to their clients. Some important disclosures to know include:
- As a fee-only advisor, they do not receive any compensation from third parties for recommendations or services.
- Some of their employees may be licensed insurance agents and may receive commissions for selling insurance products to clients. However, they are required to disclose this information to clients.
- They have affiliations with certain companies, which may create potential conflicts of interest. These affiliations are disclosed in their Form ADV.
- They have no legal or disciplinary events to disclose.
For more information on these disclosures, clients can refer to WESTSIDE CAPITAL MANAGEMENT, LLC’s Form ADV, available on their website or upon request.