Whitener Capital Management (WCM) offers investment advice and portfolio management to individuals, retirement plans, trusts, estates, charities, and businesses. WCM tailors its advice to each client's needs, considering their objectives and risk tolerance. WCM's investment philosophy focuses on capital preservation, reduced volatility, and long-term returns. WCM also offers financial planning services and pension consulting services.
Assets Under Management$600M
Clients851
Advisors5
Avg. per Client$700K
Avg. per Advisor$120M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.70% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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