Whalen Financial offers portfolio management services based on individual client goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. They also offer financial planning services covering investments, insurance, taxes, retirement, college, and debt. Whalen Financial may also direct clients to third-party investment advisors.
Assets Under Management$220M
Clients400
Advisors5
Avg. per Client$560K
Avg. per Advisor$45M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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