Whittier Green Wealth Management LLC offers ongoing portfolio management, financial planning, and business financial planning services tailored to individual goals, risk tolerance, and time horizons. Whittier Green Wealth Management LLC creates a personalized Investment Policy Statement for each client and manages portfolios with discretionary authority to select securities and execute transactions. Financial planning topics include investment planning, life insurance, taxes, retirement, college savings, estate planning, and debt management. Additionally, Whittier Green Wealth Management LLC provides business financial planning and employer-sponsored retirement plan services. Whittier Green Wealth Management LLC generally limits its investment advice to mutual funds, fixed income securities, real estate funds, annuities, equities, exchange-traded funds, commodities, non-United States securities, venture capital funds, and private placements.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are generally negotiable.