WH Wealth Management provides investment advisory, hourly financial planning, and insurance services. Financial planning includes retirement, cash flow, tax, estate, insurance, and college funding. Investments include mutual funds, exchange traded funds, individual stocks, bonds, and certificates of deposit. Insurance Products are offered by Harvey R Little Jr as a licensed insurance agent and not through the investment adviser.
Assets Under Management$8M
Clients34
Advisors1
Avg. per Client$240K
Avg. per Advisor$8M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$50
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5K | Included |
| $5K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts greater than $1 Million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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