Whitfill Investment Management creates and manages customized investment portfolios designed to match each client's specific financial goals, risk tolerance, and tax considerations. Using mutual funds and money market funds, Whitfill Investment Management builds portfolios across five risk categories ranging from ultra-conservative to aggressive growth. In addition to ongoing portfolio management, Whitfill Investment Management offers financial planning services covering retirement goals, education funding, and estate planning, as well as hourly consultations. The firm operates as a registered investment advisor based in Kingwood, Texas, and is led by its founder, Gerald Whitfill, who also maintains a separate certified public accounting practice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Annual advisory fees range from 0.50% to 2.75% of assets under management and are negotiable.