Debra Whitney is a CFP-designated registered investment advisor at Ballentine Partners, based in Waltham, MA, with 16 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 333 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ballentine Partners manages investments for high-net-worth clients and family office clients. Fees are based on a percentage of the value of your portfolio:
- High Net Worth Clients: Ranges from 0.95% to 0.25% per year, with a $40,000 minimum annual fee.
- Family Office Clients: Ranges from 0.60% to 0.10% per year, with a $180,000 minimum annual fee.
Location
230 3rd Ave, 6th Floor, Waltham, MA, 02451
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Debra is a committee member of the Boston Estate Planning Council and the Foundation for Metrowest, reviewing non-profit proposals. She also serves as Treasurer and Board Member for the Needham Heights Alliance, a neighborhood association.
Employment History
Current Registrations
Ballentine Partners
Previous Registrations
Ballentine Finn & CO INC
State Registrations2 states
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