WM
WM

Whitney Maher

16 Years of Experience
Portland, OR

Whitney Maher is a registered investment advisor at Government Portfolio Advisors LLC, based in Portland, OR, with 16 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 73 clients with $35B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
73 clients
Average Client Portfolio
$480.6M average
Assets Under Management
$35.1B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees generally range from 20 to 50 basis points (0.20% to 0.50%) of assets under management. Fees may be negotiable if assets exceed a stated amount.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6650 SW Redwood Lane, Suite 315, Portland, OR, 97224

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Government Portfolio Advisors LLC
April 2015 - Present · 11 yrs 6 mos
Previous Registrations
Mutual Securities, INC.Broker
February 2014 - October 2017 · 3 yrs 8 mos
D.A. Davidson & CO.
December 2010 - February 2014 · 3 yrs 2 mos
D.A. Davidson & CO.Broker
September 2010 - February 2014 · 3 yrs 5 mos
State Registrations5 states
NMORTXUTWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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