Jack Whitney is a registered investment advisor at Blackbear Capital, LLC, based in Ripley, WV, with 8 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 160 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiated with each client based on a variety of factors.
Fee Estimator
Location
107 W Main St, Ripley, WV, 25271
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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.
Learn about disclosures →Employment History
Current Registrations
Blackbear Capital, LLC
Previous Registrations
United Brokerage Services INC
United Brokerage Services, INCBroker
State Registrations1 state
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