Whale Shark Financial offers ongoing portfolio management based on clients' goals and risk tolerance. They create an investment policy statement for each client. Financial planning services cover investment planning, insurance, tax, retirement, college, and debt/credit planning. WSF primarily advises on mutual funds, fixed income, real estate funds, equities, ETFs, and non-U.S. securities.
Assets Under Management$5.7M
Clients11
Advisors1
Avg. per Client$520K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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