White, Roberts & Stratton (WRS) acts as a solicitor, connecting clients with third-party registered investment advisors. WRS does not provide investment advice or manage client accounts. Instead, WRS receives a referral fee from the third-party advisor for each client they refer. Clients are provided with the third-party advisor's disclosure brochure and a disclosure statement outlining the relationship between WRS and the advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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