WHN Investor Services offers investment advice and portfolio management. For individuals, WHN creates customized portfolios of dividend-paying large-cap stocks, U.S. Treasury securities, or high-quality corporate bonds. For retirement plans, WHN provides consulting services, including creating investment policy statements, asset allocation recommendations, and manager searches. WHN does not control any other firm.
Assets Under Management$1.4M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$1.4M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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