WhiteSpace Financial offers investment advice and manages portfolios for individuals, families, and retirement plans. They provide financial planning and consulting services covering areas like retirement, estate, tax, and education planning. WhiteSpace Financial acts as a fiduciary, meaning they are legally required to act in your best interest. They work to understand your financial goals and risk tolerance to create a tailored plan.
Assets Under Management$52M
Clients28
Advisors1
Avg. per Client$1.9M
Avg. per Advisor$52M
www.ourwhitespace.com ·www.facebook.com/whitespace-financial-llc-12221... ·www.linkedin.com/company/1909702
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Discounts are offered at WhiteSpace Financial's discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...