Whicker Wealth Management provides personalized investment management and financial planning services to individuals and high net worth families. Whicker Wealth Management builds custom portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, guided by your personal goals, timeline, and comfort with risk. For financial planning, Whicker Wealth Management covers a wide range of topics, including retirement planning, tax strategies, cash flow and debt management, estate planning coordination, employee benefits, college savings, and business planning. Clients can choose ongoing financial planning or project-based planning engagements to address specific needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
Fees are negotiable and household accounts may be aggregated.