Mona Feeley is a registered investment advisor at Whipplewood Advisors, LLC, based in Littleton, CO, with 11 years of industry experience. Mona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 148 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WhippleWood Advisors' investment management fees are based on a percentage of your portfolio's value each year, billed quarterly. The maximum annual advisory fee is 1.15%, but the specific fee is set forth in your Investment Advisory Agreement. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. Employees and their family-related accounts are charged a reduced fee. The client may initiate negotiation of advisory fees.
Location
11852 Shaffer Drive, Building B, Littleton, CO, 80127
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Regulatory History
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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Mona is a partner at Whipplewood CPAs, which is her primary job. She is also involved with Blue River Gateway LLC, a family LLC.
Employment History
Current Registrations
Whipplewood Advisors, LLC
Previous Registrations
First Financial Equity Corporation
State Registrations1 state
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