Whitaker-Myers Wealth Managers offers ongoing portfolio management, financial planning, pension consulting, financial coaching, and estate planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Whitaker-Myers Wealth Managers builds customized portfolios using modern portfolio theory and quantitative analysis, and may direct clients to third-party platforms like Betterment for investment management. The firm also assists with budgeting, debt reduction, college savings strategies, and connects clients with third-party services for estate planning documents.
Assets Under Management$850M
Clients3,458
Advisors17
Avg. per Client$250K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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