White Wing Wealth Management offers investment advice tailored to individual needs. They provide portfolio management (both discretionary and non-discretionary), financial planning, and retirement planning consulting. Financial planning can include a written plan or consultative advice. They primarily advise on mutual funds and ETFs.
Assets Under Management$180M
Clients151
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$91M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.65% |
At our discretion, we may combine the account values of family members living in the same household to determine the applicable advisory fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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