Hutchison Whitehead provides ongoing investment management and financial planning recommendations to individuals, families, high-net-worth individuals, trusts, estates, and business entities. The firm builds customized model portfolios primarily using mutual funds and exchange-traded funds, focusing on long-term market factors such as size and value. In addition to investment management, Hutchison Whitehead offers comprehensive financial planning covering estate planning, retirement planning, insurance analysis, gifting strategies, and education planning. Clients also have access to modular planning services for ongoing maintenance or specific life events. The firm operates on a fee-only basis, meaning compensation comes directly from client fees rather than commissions on products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable based on account size and individual circumstances. There is a minimum annual fee of $600 per household, which the firm may waive.