Whitestone Capital Management (WCM) has been providing investment advice since 1991. WCM invests in stocks, certificates of deposit, and U.S. Government securities. WCM uses fundamental analysis to evaluate investments, considering a client's needs and risk tolerance to design a portfolio that meets their goals. Clients can request that certain investments not be included. All client assets are managed with the firm having the authority to make trades.
Assets Under Management$6.1M
Clients15
Advisors1
Avg. per Client$410K
Avg. per Advisor$6.1M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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