Whitcomb & Hess, INC.
Assets Under Management
$381.4M
Number of Clients
1,318
Number of Advisors
7
Avg. Portfolio per Client
$289K
Avg. Managed per Advisor
$54.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Whitcomb & Hess offers investment advice and portfolio management based on your individual needs. They determine your goals, risk tolerance, and time horizon through personal discussions. They manage accounts on a discretionary or non-discretionary basis. They also offer financial planning services, including modular and broad-based planning, to help clients achieve their financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Minimum quarterly fee of $25.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementFinancial Planning & CoachingTax PlanningEstate PlanningRetirement PlanningInsurance Planning
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Location
1020 Cleveland Avenue, Ashland, OH, 44805