WhaleRock Point Partners is an investment advisor that manages client investment assets held in individual accounts at a qualified custodian. WhaleRock tailors its advisory services to each client's needs, seeking maximum after-tax investment results while adhering to their written investment policy. WhaleRock also provides financial planning advice, information, and counsel as part of its investment advisory service.
Assets Under Management$1B
Clients136
Advisors4
Avg. per Client$7.6M
Avg. per Advisor$260M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Most clients are charged a flat annual rate of up to approximately 1.1%. The firm sets the rate after consideration of the size of the account, the type of assets to be managed, the firm's estimate of the complexity and time requirements of the engagement, and other factors.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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