White Wealth Managers provides investment management services to clients. At the beginning of the relationship, White Wealth Managers spends time with the client to understand their investment experience, financial circumstances, and goals. Based on these reviews, White Wealth Managers develops a financial outline and investment plan for the client. White Wealth Managers manages client investment portfolios on a discretionary basis.
Assets Under Management$8.5M
Clients22
Advisors1
Avg. per Client$390K
Avg. per Advisor$8.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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