Whalen Capital offers investment management services where they make investment decisions for you based on your goals and risk tolerance. They also provide financial planning, which includes evaluating your current and future financial situation to help you reach your goals. They also offer services to retirement plans. Clients can place restrictions on investments. Kerry Whalen is the owner.
Assets Under Management$150M
Clients421
Advisors4
Avg. per Client$360K
Avg. per Advisor$38M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2.0M - $4.0M | 1.50% |
| $4M+ | 1.00% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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