Advisor at Witter & Westlake Investments
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.
Location
Eagle Harbor, MI
Credentials
Series 63
Industry experience
38 years
Lon Witter is a financial advisor at Witter & Westlake Investments with 38 years of industry experience. He has been with the firm since 2005 and holds a Series 63 designation. Witter & Westlake Investments is a small, owner-operated advisory practice managing approximately $11.6 million in assets primarily for individual and high-net-worth clients. The firm emphasizes discretionary portfolio management and operates with informal mutual oversight between its two principals.
$0 - $75,000: 1% annual fee, billed quarterly $75,000 - $750,000: 0.75% annual fee, billed quarterly $750,000 - > $750,000: 0.5% annual fee, billed quarterly $250,000 - $2,500,000: 0.6% annual fee, billed quarterly $2,500,000 - $5,000,000: 0.4% annual fee, billed quarterly $5,000,000+: 0.25% annual fee, billed quarterly $0+: 0.125% (1/8%) per calendar quarter (0.5% annually) for Fixed Income Securities, minimum investment $1,000,000 (currently not accepting new clients)
Fee-only: Fees are asset-based as detailed; no commissions or other fee types indicated.
Eagle Harbor, MI
Michigan
Witter & Westlake Investments
2005 - Present (21 years)
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