Whitney & Company, operating as Whitney & Company, offers investment advice and manages investment portfolios for individuals, high net worth individuals, pension plans, and foundations. Whitney & Company tailors its advice to each client's needs, considering their investment objectives and risk tolerance. Whitney & Company may use model portfolios or customize portfolios based on client-specific guidelines. Whitney & Company monitors portfolios and rebalances them as needed.
Assets Under Management$1.2B
Clients683
Advisors9
Avg. per Client$1.7M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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