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Credentials
Series 63
Experience Industry experience
38 years
Location
Eagle Harbor, MI
Witter & Westlake Investments
Supported
Total advisors
2Clients per advisor
11 Very LowAvg AUM per client
$576,227 LowHNW client ratio
14% LowLon Witter is a financial advisor at Witter & Westlake Investments with 38 years of industry experience. He has been with the firm since 2005 and holds a Series 63 designation. Witter & Westlake Investments is a small, owner-operated advisory practice managing approximately $11.6 million in assets primarily for individual and high-net-worth clients. The firm emphasizes discretionary portfolio management and operates with informal mutual oversight between its two principals.
$0 - $75,000: 1% annual fee, billed quarterly $75,000 - $750,000: 0.75% annual fee, billed quarterly $750,000 - > $750,000: 0.5% annual fee, billed quarterly $250,000 - $2,500,000: 0.6% annual fee, billed quarterly $2,500,000 - $5,000,000: 0.4% annual fee, billed quarterly $5,000,000+: 0.25% annual fee, billed quarterly $0+: 0.125% (1/8%) per calendar quarter (0.5% annually) for Fixed Income Securities, minimum investment $1,000,000 (currently not accepting new clients)
Fee-only: Fees are asset-based as detailed; no commissions or other fee types indicated.
Eagle Harbor, MI
Eagle Harbor MI
Advisors at this office
2
Michigan
38 years of industry experience
Witter & Westlake Investments
2005 - Present • 21 years
Louisville, KY
Witter & Lester Inc
1988 - 2005 • 17 years
Huntsville, AL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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