Whitegate Investment Counselors advises clients on investing based on their individual needs. They develop an asset allocation and investment recommendations for each client through personal discussions and manage a portfolio based on that allocation. Whitegate manages accounts on a discretionary or non-discretionary basis. They also offer investment advisory services to plan sponsors of participant directed 401(k) profit-sharing plans and consulting services.
Assets Under Management$550M
Clients147
Advisors3
Avg. per Client$3.7M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
WICI retains the discretion to negotiate alternative fees on a client-by-client basis. Discounts, not generally available to our advisory clients, may be offered to family members and friends of associated persons of our firm.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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