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.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.70% |
All fees are subject to negotiation.