Whisper Wealth Builders manages investment portfolios for clients based on their individual needs and goals. They also offer project-based financial planning on topics like retirement, college savings, and estate planning. For clients seeking ongoing support, they provide comprehensive financial planning with regular monitoring and updates.
Assets Under Management$8.6M
Clients31
Advisors1
Avg. per Client$280K
Avg. per Advisor$8.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.85% |
Fees may be negotiable in certain cases. The same fee applies when using third-party managers, in addition to the third-party manager's fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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