White McGowan offers portfolio management and financial planning services. For investment management, they may recommend Symmetry or Altruist to manage client portfolios. Financial planning services range from broad-based planning to single-subject consulting. They also advise on real estate investments, potentially recommending Epiphany Logistics, LLC for property management. White McGowan acts as a fiduciary, prioritizing client interests.
Assets Under Management$68M
Clients126
Advisors2
Avg. per Client$540K
Avg. per Advisor$34M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.70% |
| $5M+ | 0.00% |
Fees are negotiable for accounts over $5,000,000. This fee schedule applies when Altruist or AFS is used. There are separate fee schedules when Symmetry is used.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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