Whitfill Investment Management provides ongoing investment management services through its Managed Account Program. They work with clients to understand their financial situation and goals, then design and manage a portfolio to help achieve those goals while staying within the client's risk tolerance. Portfolios are implemented using money market funds and mutual funds. The firm also provides financial plans upon request.
Assets Under Management$4.8M
Clients11
Advisors1
Avg. per Client$430K
Avg. per Advisor$4.8M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Whitfill Investment Management charges an annual advisory fee based on the value of your portfolio, ranging from 0.50% to 2.75%. This fee does not include the costs charged by the mutual funds themselves. The advisory fee is deducted quarterly from your account. The exact fee within that range is negotiable.
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