Weatherhelm Capital Management manages wealth by identifying your lifestyle expectations and setting a course to fulfill your financial needs and dreams. They offer portfolio management, alternative asset consulting, retirement planning, and general consulting services. Weatherhelm focuses on cash flow-based planning and disciplined financial strategies.
Assets Under Management$83M
Clients78
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$41M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.72% |
Fees are negotiable within each tier on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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