Phillip B. White Co., Inc. (PBW) provides personalized financial planning and investment management. PBW helps clients determine financial objectives, identify financial challenges, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. PBW is a fee-only firm, meaning it doesn't receive commissions for selling financial products. PBW provides investment advice, but the client makes the final decisions. PBW does not act as a custodian of client assets.
Assets Under Management$270M
Clients248
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$6,250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
The minimum annual fee is $6,250.00 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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