B&D White Capital Company operates as a registered investment advisor offering ongoing portfolio management and family office and wealth planning services. The firm builds customized investment portfolios based on each client's individual goals, risk tolerance, and time horizon. Portfolio management services include asset allocation, security selection, and ongoing portfolio monitoring. In addition to managing investments, B&D White Capital Company provides wealth planning that covers family continuity, estate planning and trustee oversight, integrated tax and financial planning, lifestyle management, family philanthropy, and risk management. The firm serves individuals, high-net-worth individuals, and family office groups, utilizing various analysis methods including fundamental, technical, and quantitative analysis, along with modern portfolio theory.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fees range from 0.25% to 2.50% depending on portfolio size, service complexity, and administration level. Fees are negotiable.