White Aspen Capital (WAC) provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. WAC also offers financial planning services, including investment and retirement planning. WAC generally limits its investment advice to mutual funds, fixed income securities, equities, and ETFs.
Assets Under Management$11M
Clients46
Advisors2
Avg. per Client$230K
Avg. per Advisor$5.3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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