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Harold Murray Sawyer,jr.

Westover Capital Advisors, LLC

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About Harold Murray Sawyer,jr.

Harold Murray Sawyer, Jr. is an investment advisor representative at Westover Capital Advisors, LLC. Harold Murray Sawyer, Jr. has been with Westover Capital Advisors, LLC since November 1999. The firm provides consulting and assets under advisement services. The firm manages over 401 million dollars in assets. Harold Murray Sawyer, Jr. is registered with the state of Connecticut, Delaware, New Jersey and Pennsylvania.

Firm Information

Harold Sawyer,jr. is currently registered with Westover Capital Advisors, LLC. Westover Capital Advisors, LLC is an investment advisor headquartered in Wilmington, Delaware. The firm provides financial planning, portfolio management for individuals, and consulting services. Westover Capital Advisors manages approximately $401,243,103 in assets for 597 clients, including high-net-worth individuals, charitable organizations, pension and profit sharing plans, and individuals other than high-net-worth.
Westover Capital Advisors, LLC

1013 CENTRE RD,

WILMINGTON, DE 19805

$401.24M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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consulting and assets under advisement

Consulting and assets under advisement

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Harold Sawyer,jr.’s Registration & Firm History

DE

09/21/2016 - Present

Westover Capital Advisors, LLC (WILMINGTON DE)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Harold Murray Sawyer,jr..
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