White, Dunkirk $ Price Investment Advisory INC.
Fee-Only (% of Portfolio)Fixed/Hourly
White, Dunkirk & Price Investment Advisory Inc. (WDP) creates investment strategies and recommendations to help clients achieve their financial goals. WDP's recommendations may include various securities and investment products. WDP monitors investment progress daily and makes adjustments based on economic and client circumstances. Advisory services are provided on a non-discretionary basis.
Assets Under Management$40M
Clients20
Advisors1
Avg. per Client$2M
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
White, Dunkirk & Price Investment Advisory charges an annual fee based on a percentage of your portfolio's value, ranging from 0.005% to 1.00%, depending on the size and complexity of the account. Fees are billed every three months in advance, based on the market value of your account at the beginning of each period.
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