Advisor at Westbourne Investments, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Westbourne Investments, Inc.
Location
Arvada, CO
Credentials
Series 65
Industry experience
14 years
Henry Pramov is a financial advisor at Westbourne Investments, Inc. with 14 years of industry experience. He holds a Series 65 credential and has worked at Westbourne since 2012. In addition to his advisory role, he serves as a Senior Account Executive in procurement software sales at SAP Americas, Inc. Westbourne Investments provides investment management and financial planning services to individuals, pension/profit-sharing plans, and institutions. The firm manages discretionary portfolios using a mix of ETFs and individual stocks, incorporating options strategies and a combination of top-down and bottom-up investment analysis.
Based on Westbourne Investments, Inc.
Personal financial planning billed at a fixed rate; estimates provided per engagement
$25,000 - $100,000: 2.000% annually $100,000 - $300,000: 1.650% annually $301,000 - $500,000: 1.400% annually $500,001 - $2,000,000: 1.150% annually Next $3,000,000 - $5,000,000: 0.900% annually > $5,000,000+: 0.775% annually
Account minimum: $100,000
Arvada, CO
Colorado · Virginia
SAP Americas, Inc
2018 - Present (8 years)
Westbourne Investments, Inc.
2012 - Present (14 years)
International Business Machines
2012 - 2018 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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