Westchester Capital is a fee-only registered investment adviser, with the fee based on the total asset value of client accounts at each quarter end. For a copy of Westchester Capital's current fee schedule, please contact us or visit the link to our most recent Brochure under the Westchester Capital Management website’s Filings tab.
All client assets are held by an outside custodian, allowing clients increased control over their assets, as well as flexibility and availability of funds, should the need arise. Westchester Capital Management, Inc. provides investment advisory services through accounts maintained at a qualified custodian recommended by Westchester Capital Management, or selected by the client. Most accounts will be established at Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member SIPC, as the qualified custodian.
All client assets are held by an outside custodian, allowing clients increased control over their assets, as well as flexibility and availability of funds, should the need arise. Westchester Capital Management, Inc. provides investment advisory services through accounts maintained at a qualified custodian recommended by Westchester Capital Management, or selected by the client. Most accounts will be established at Charles Schwab & Co., Inc. (Schwab), a registered broker-dealer, member SIPC, as the qualified custodian.