Whitener Capital Management, INC

Fee-Only (% of Portfolio)Fixed/Hourly

Whitener Capital Management is an investment advisory firm offering portfolio management, financial planning, and pension consulting services to individuals, trusts, estates, and business entities. The firm utilizes a conservative, long-term investment philosophy focused on quality and value to help clients preserve capital and reduce volatility. When managing portfolios, Whitener Capital Management can operate with the authority to make trades without asking first or on a non-discretionary basis where client approval is required prior to executing transactions. Clients may also hire the firm for standalone financial planning or pension consulting services. Whitener Capital Management emphasizes a disciplined investment process tailored to each client's individual goals, risk tolerance, and time horizon.

Assets Under Management$600M
Clients851
Advisors5
Avg. per Client$700K
Avg. per Advisor$120M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1M+0.70%

All fees are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
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Location

5 Advisors at this firm

Whitener Capital Management, INC - Fees, AUM & Advisors | TrueAdvisor