Whitcomb & Hess is a Certified Public Accounting and registered investment advisor firm located in Ashland, Ohio. Founded in 1983, the firm primarily focuses on tax, accounting, and management services while also offering personal portfolio management, financial planning, and retirement plan consulting. Whitcomb & Hess works with individuals, corporations, trusts, estates, and charitable organizations to help them manage their investments and plan for their financial futures. The firm offers both discretionary and non-discretionary investment management, building portfolios using individual stocks, bonds, mutual funds, and other securities tailored to each client's goals, risk tolerance, and tax considerations. In addition to investment management, Whitcomb & Hess provides modular and comprehensive financial planning covering areas such as retirement, taxes, cash flow, insurance, and estate strategies. Some professionals at Whitcomb & Hess are also licensed insurance agents and may offer insurance products separately.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Includes a minimum fee of $25 per quarter for individuals and organizations. Fees are not negotiable.