A complete list of active advisors currently associated with Westpeak Financial
Warmer can help you find a great advisor at Westpeak Financial or one who fits your needs even better.
WestPeak Financial provides portfolio management and financial planning services to individual clients, offering ongoing account management as well as one-time and subscription-based comprehensive planning. The firm charges asset-based advisory fees and separate planning fees and does not impose an account minimum. The advisor documents client objectives in an Investment Policy Statement and typically seeks discretionary authority to implement long-term trading guided by modern portfolio theory and cyclical analysis. Portfolios are constructed from mutual funds, equities, fixed income (including TIPS), ETFs (including precious-metal ETFs) and non-U.S. securities, and the firm uses the Altruist Model Marketplace to assign model portfolios, absorbing the marketplace costs so clients are not billed additional firm fees for those models. Noteworthy distinctions include that the firm’s principal is a licensed insurance agent and may receive commission compensation for insurance and certain investment product sales; the brochure discloses this conflict, documents it in client files, and notes clients may purchase recommended products from other providers. The firm requires use of Altruist as custodian, does not aggregate (block) trades for multiple clients, and will not accept proxy voting authority, each of which can have implications for trade execution, reporting, and proxy handling compared with many peers.
To learn more about the advisors currently working at Westpeak Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ocean, NJ
| 21
|
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