White Peaks Asset Management (WPAM) offers personalized investment management services to individual clients. WPAM works with clients to determine their investment goals, risk tolerance, and financial situation. WPAM then designs and manages a portfolio to align with the client's specific objectives. WPAM manages accounts on a discretionary basis, meaning they make investment decisions without asking for approval first.
Assets Under Management$4.2M
Clients8
Advisors1
Avg. per Client$530K
Avg. per Advisor$4.2M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...