Whelan Capital Management (WCM) manages investment portfolios for individual clients based on their needs and objectives. WCM primarily invests in publicly traded stocks, but may also invest in private securities. WCM may use long and short positions and leverage. WCM also manages the Encinal family of funds.
Assets Under Management$10M
Clients1
Advisors1
Avg. per Client$10M
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.63% |
Management fees may be negotiated. Flat fees are also an option and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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