Whistle Stop Financial Advice, LLC (WSFA) offers hourly financial planning services and discretionary investment management. The financial planning service involves one-on-one work to provide analysis and actionable recommendations. WSFA also provides investment advice at no additional cost to ongoing financial planning clients. Discretionary portfolio management is available for clients who want WSFA to manage their investments, using a passive investing approach with low-cost index funds and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.25% |
| $500K - $1.5M | 0.19% |
| $1.5M - $3.0M | 0.15% |
| $3.0M - $5.0M | 0.12% |
| $5M+ | 0.10% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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