Westrate Capital Management, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Westrate Capital Management provides discretionary asset management and financial planning to individuals, families, trusts, estates, charitable organizations, and employer-sponsored plans. Services include ongoing portfolio management as well as retirement and college planning and hourly financial consulting engagements.
The firm constructs integrated portfolios tailored to each client’s goals, time horizon, and risk tolerance, emphasizing diversification across asset classes and the use of low-cost, no-load funds while taking tax efficiency and investment expenses into account. WCM manages accounts on a discretionary basis, conducts continuous monitoring with at least annual formal reviews, and permits clients to impose written investment restrictions (for example, socially conscious screens).
Westrate is a privately owned advisory practice with a long operating history and a relatively small client base for its level of assets under management, and it does not require a formal account minimum. Distinctive operating features include a policy of not accepting external compensation or soft-dollar benefits, a practice of not voting client proxies (clients receive and vote their own proxies), and the availability of standalone planning and consulting services with the option to waive plan fees if clients implement recommendations through the firm.
Client services
Expertise
Fee options
Retirement planning: $2,000; College planning: $250
$0 - $100,000: 1.00% annually $100,001 - $500,000: 0.90% annually $500,001+: 0.50% annually
$150/hour for financial consulting
Fee-only: Financial consulting at $150/hour; Fixed fees: Retirement planning $2,000 flat fee, College planning $250 flat fee
Main office
Signal Mountain TN
Advisors at this office
1
Most active in
Illinois · Tennessee · Texas
Also doing business as
Westrate Capital Management · Westrate Capital Management, Inc. · Westrate, Aaron Daniel
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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