Walnut Hill Wealth Management (WHWM) offers wealth management, investment management, and financial planning services. Wealth management includes both investment management and financial planning. Investment management involves ongoing advice and management of client funds based on individual needs. Financial planning covers various areas like retirement, taxes, insurance, and estate planning. WHWM may recommend outside managers and is a fee-only firm, meaning it only receives compensation from clients.
Assets Under Management$4.6M
Clients8
Advisors1
Avg. per Client$570K
Avg. per Advisor$4.6M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Accounts of members of the same household may be aggregated to determine the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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