Whitestone Capital Management (WCM) offers investment management through a wrap fee program and financial planning services. For investment management, WCM works with clients to create an investment strategy based on their financial objectives, risk tolerance, and investment horizon. WCM may use equities, mutual funds, exchange traded funds, and individual bonds. Financial planning services include investment planning, insurance needs assessment, retirement planning, cash flow management, debt consolidation, educational planning, estate planning, and business planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.95% |
| $500K - $1000K | 1.85% |
| $1M+ | 1.75% |
Schedule 1 (more client input): 1.50% on the first $500,000, 1.45% from $500,001 to $999,999, and 1.40% over $1,000,000. Schedule 2 (WCM's choices of securities): 1.95% on the first $500,000, 1.85% from $500,001 to $999,999, and 1.75% over $1,000,000.