Whiterock Financial is an independent firm specializing in managing client investment portfolios and providing financial planning services. Financial planning includes tax, insurance, retirement, and estate planning. When managing portfolios, Whiterock considers a client’s individual financial situation and risk tolerance. For alternative investments, Whiterock helps clients select and monitor outside money managers.
Assets Under Management$25M
Clients65
Advisors1
Avg. per Client$380K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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