Whisper Financial provides one-time financial plans and ongoing financial planning services. For ongoing planning clients, Whisper Financial also offers investment management services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on a client's goals, risk tolerance, and tax considerations.
Assets Under Management$1.6M
Clients11
Advisors1
Avg. per Client$140K
Avg. per Advisor$1.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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