Whitcraft Capital Management (WCM) is an investment advisory firm that manages investments on a discretionary basis. WCM aims to deliver strong returns by actively managing portfolios, analyzing market trends, and managing risk. WCM invests in various securities, including stocks, bonds, and ETFs.
Assets Under Management$3M
Clients8
Advisors1
Avg. per Client$380K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.13% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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