White Sail Advisors provides investment management services where they make investment decisions for you, and also offers financial planning to help you reach your financial goals. For investment management, they determine your goals, risk tolerance, and time horizon to create a suitable investment strategy. They also offer a service to manage assets held away at other institutions, such as 401(k) accounts. Financial planning covers topics like retirement, insurance, taxes, and estate planning.
Assets Under Management$4.7M
Clients20
Advisors1
Avg. per Client$230K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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