WHTG Wealth Management provides wealth management services, including investment management and financial planning, to individuals and high net worth individuals. WHTG Wealth creates customized portfolios using low-cost, diversified mutual funds, exchange-traded funds (ETFs), and individual bonds. Financial planning services cover investment, retirement, education savings, and charitable giving.
Assets Under Management$2.4M
Clients20
Advisors1
Avg. per Client$120K
Avg. per Advisor$2.4M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 0.85% |
| $150K - $500K | 0.75% |
| $500K+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...