| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
Englewood, CO
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Learn about disclosures →Whitney works as an advisor for Capital Cities, LLC, spending about a quarter of their time on investment advisory services. Whitney is also an insurance advisor, appointed with multiple carriers, dedicating about 10-20% of their time to this activity.