West Branch Capital LLC, based out of Amherst, MA, is a prominent local investment advisory firm with a strong track record in managing high net worth individuals' assets. With 10 dedicated employees, including 5 experienced investment advisors, West Branch Capital provides comprehensive financial services tailored to its clients' specific needs.
Impressively, the firm boasts an average of approximately $193,300,000 in assets under management per investment advisor, surpassing the industry average. Its compensation structure is designed to align the interests of the clients and the advisors, incorporating a percentage of assets u...
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Assets Under Mgmt
$435.76M
Investment Professionals
5
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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