Whelan Financial provides wealth management services, which include financial planning and investment management. Financial planning involves analyzing a client's current and future financial situation to help them achieve their goals. Investment management is provided on a discretionary basis, meaning Whelan Financial makes investment decisions on the client's behalf, guided by an Investment Policy Statement. Whelan Financial also offers retirement plan services to companies, including 3(38) fiduciary services and participant education.
Assets Under Management$780M
Clients512
Advisors7
Avg. per Client$1.5M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K+ | 1.00% |
For accounts less than $250,000, there is an additional $1,000 annual financial planning fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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