Whitwell & Co. is a registered investment advisor offering wealth management, investment management, and financial planning services. Whitwell & Co. works with individuals, high-net-worth families, and businesses to build personalized investment strategies, including the Moderate Growth Strategy and Total Growth Strategy, which utilize exchange-traded funds, individual stocks, and preferred stocks. In addition to investment portfolios, Whitwell & Co. offers financial planning through The Planning Club, customized financial planning, family office services, and consulting on business growth, estate matters, and taxes. The firm operates on a discretionary basis, meaning professionals make investment trades on behalf of clients without needing prior approval for each individual transaction.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard fee is 1.00% annually, billed monthly in arrears. The firm reserves the right to charge up to 3.00% of the value of your portfolio or up to 1.50% for non-traditional structures. Accounts consisting solely of low-risk money market and short-term government bond funds receive a discounted rate of 0.25%. Fees are negotiable.