Frequently Asked Questions
How is Westview paid?
We are fee-only. We do not accept commissions or compensation from any other source. For Investment Management services we get paid on a percentage of assets under management. For financial planning services we charge an hourly rate with an estimate for the defined scope of the plan.
Do you have an account minimum for Investment Management?
Yes, for Investment Management our minimum is $500,000. We do not have any minimum for planning.
Will you have custody of my money?
No, we never serve as the custodian of your money.
Are you affiliated with Schwab or Fidelity?
No, we have an arm’s length relationship with these two custodians and work with them to custody our clients’ assets. Each custodian will send clients their own brokerage statements, on at least a quarterly basis, and annual tax documents.
How many clients do you work with?
We have about 140 client families that we work with presently. We maintain a high advisor to client ratio which we believe provides us a strong balance of service and professional expertise.
Where are you located?
Our office is at 118 Pine St in beautiful Burlington, Vermont. We are happy to meet with clients in our office or via Zoom!
Are you fiduciaries?
Yes. As Registered Investment Advisory representatives we are fiduciaries for our clients. This means that we must always act in the best interests of those under our care.
Can I just get a financial plan?
Absolutely! Although many of our clients choose both planning and management, our services are decoupled and many people come to us for planning alone.
Ready to learn more?
We offer a free initial consultation, which is a great way for you to determine if Westview is a good fit for your needs, and to ask us any questions.
Fair & Balanced Disclosure: Not all services will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon the client’s individual investment, financial, and tax circumstances. Neither personalized nor specialized services, nor any professional credentials or designations, should be construed as a guarantee of client satisfaction or any particular outcome. Please see our Disclosures page for additional information regarding the professional credentials and Financial Advisor Magazine third-party rating discussed herein. Minimum asset levels may be waived or reduced at the firm’s sole discretion. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.