White Stork Asset Management manages investment portfolios for clients to help them meet their financial goals. They primarily invest in stocks and U.S. Treasury bonds. White Stork generally makes investment decisions for clients without consulting them first, but they will consider reasonable investment restrictions. Clients should notify White Stork of any significant changes to their financial situation.
Assets Under Management$2.7M
Clients25
Advisors2
Avg. per Client$110K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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