Westview Investment Advisors Fees & Minimum

Overview

Headquarters: Burlington, VT
Total Firm Assets: $229 million
Average High-Net-Worth Client Portfolio Size: $2.7 million
Stated Minimum Account Size: $500,000

Fee Disclosure

Source: ADV PART 2A (2026-02-18) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$2,000,000	1.00%
$2,000,001	$5,000,000	0.75%
$5,000,001	and above	Negotiable

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$10,000	1.00%
$5 million	$42,500	0.85%
$10 million	Negotiable	Negotiable
$50 million	Negotiable	Negotiable
$100 million	Negotiable	Negotiable

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 76.87%
Number of High-Net-Worth Clients: 66
Total Client Accounts: 476
Discretionary Accounts: 476

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number: 305655

ADV PART 2A (2026-02-18) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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