Westbourne Investments, Inc.'s Form ADV discloses 2.00% on the first $100,000, 1.65% on the next $200,000, 1.40% on the next $200,000, 1.15% on the next $1.5 million, 0.90% on the next $3 million, and 0.78% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #37499), Westbourne Investments, Inc. is subject to fiduciary duty under federal law.
Westbourne Investments, Inc. is headquartered in ALEXANDRIA, VA.
Westbourne Investments, Inc. serves 46 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, Westbourne Investments, Inc. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Westbourne Investments, Inc. manages $276 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, Westbourne Investments, Inc. serves high-net-worth individuals and institutional clients. View client details ↓