WhippleWood Advisors (WWA) is an investment advisory firm in Littleton, Colorado. WWA provides investment management, financial planning, and tax and estate planning services. Most investment management clients receive financial planning services. WWA manages accounts on a discretionary and non-discretionary basis, allocating assets among various securities and investments. WWA also provides consulting services on specific topics like estate planning and real estate.
Fee Structure
WhippleWood Advisors' investment management fees are based on a percentage of your portfolio's value each year, billed quarterly. The maximum annual advisory fee is 1.15%, but the specific fee is set forth in your Investment Advisory Agreement. Fees may vary based on the size of the account, complexity of the portfolio, or other reasons agreed upon. Employees and their family-related accounts are charged a reduced fee. The client may initiate negotiation of advisory fees.