WESTOVER CAPITAL ADVISORS, LLC
Wilmington, Delaware
Westover Capital Advisors, LLC, based out of Wilmington, DE, is a prominent local investment advisory firm. With one office and a team of eight highly skilled professionals, Westover Capital Advisors offers comprehensive investment advisory services. The firm manages a substantial amount of assets, averaging approximately $71,140,000 per investment advisor, which aligns with the industry average. The compensation structure at Westover Capital Advisors encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees. Notably, the firm exercises complete discretion over all the assets it ...
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Assets Under Mgmt

$355.72M

Investment Professionals

5

Locations

0

% 401K & Individual

5%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Other: CONSULTING AND ASSETS UNDER ADVISEMENT
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