Whiteswan Trading provides investment advice through qualified representatives. Services include hourly consultations and financial planning, covering business, cash flow, education, retirement, insurance, investment, and other goal planning. They also offer asset management with ongoing supervision of client accounts, focusing on ETFs, exchange-listed securities, equities, and options. Whiteswan Trading tailors services to individual client needs and investment objectives.
Assets Under Management$6K
Clients2
Advisors1
Avg. per Client$3K
Avg. per Advisor$6K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. For qualified clients, a performance-based fee may also apply, not to exceed 15% of capital appreciation above a 10% threshold.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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