White Sand Wealth Management (WSWM) manages investment portfolios based on clients' individual needs and goals. WSWM also offers project-based financial planning services covering retirement, risk management, college savings, and estate planning. WSWM also provides ongoing financial planning services for a fixed monthly fee. WSWM uses both passive and active investment management strategies.
Assets Under Management$170M
Clients197
Advisors4
Avg. per Client$880K
Avg. per Advisor$43M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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