WhiteStone Wealth Advisors is a fee-based investment management firm that provides personalized investment advice. They offer portfolio management services, both discretionary and non-discretionary, tailored to individual client needs. WhiteStone also helps clients select third-party money managers. They primarily advise on mutual funds, exchange-traded funds, individual bonds, and preferred stocks.
Assets Under Management$14M
Clients80
Advisors1
Avg. per Client$180K
Avg. per Advisor$14M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.35% |
| $300K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
The annual fee may be negotiable. Accounts managed through Folio have a flat fee of 1.50%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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