White & Company Financial Planning offers personalized financial planning and investment management services. Financial planning covers areas like budgeting, tax planning, insurance review, retirement, and estate planning. Investment management is provided on a discretionary basis, with asset allocation guided by client objectives. The firm is fee-only and does not sell commissioned products.
Assets Under Management$130M
Clients299
Advisors4
Avg. per Client$440K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$40K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M+ | 0.25% |
Fees may be negotiable in certain circumstances. WCFP waives investment advisory fees for certain immediate family members, employees, and employees' immediate family members or friends.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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