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The fee is billed in advance, has a $20,000 annual minimum and requires an account of at least $5,000,000.","source":"WESTMOUNT PARTNERS, LLC FORM ADV PART 2A - SEPTEMBER 2026, filed 6 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Westmount Partners use?","answer":"Westmount Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Phoenix, AZ), with $5.94B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Westmount Partners have?","answer":"Westmount Partners has 27 investment adviser representatives registered with state securities authorities, out of 39 employees, and 18 perform investment advisory functions. 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