Low Fees

Financial independence means having full transparency and keeping more of your hard-earned money working for you.

    Annual fees with a traditional
    advisor are typically 1.00%*

    Annual fees with your personal WealthCoach are 0.50%

    Your Annual Savings

    $123

    At Westwood WealthCoach, we believe everyone deserves their own personal WealthCoach advisor - someone who can provide advice and help manage their finances. Westwood WealthCoach is a digital wealth advisory platform that combines both human advice and technology to help individuals and families achieve their goals in life. We look forward to sharing our investment experience to help you get where you want to go. Our parent company, Westwood Holdings Group, offers investment advisory services through Westwood Advisors, LLC, a wholly owned subsidiary of Westwood Holdings Group, Inc. (NYSE: WHG)