Whitley Financial offers investment advice and financial planning to individuals, high net worth individuals, trusts, estates, and small businesses. As a legally required fiduciary, Whitley Financial aims to act in your best interest. Investment management involves creating a custom portfolio using investments like exchange-traded funds, mutual funds, stocks, and bonds. Financial planning covers areas like retirement, education savings, and insurance needs. Clients are not required to implement any recommendations.
Fee Structure
Whitley Financial manages your investments for a fee based on the value of your portfolio. The annual fee ranges from 0.50% to 1.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Whitley Financial. Fees are paid quarterly, in advance.