Whitcomb & Hess offers investment advice and manages portfolios for clients based on their individual needs and goals. They also provide pension consulting services to 401(k) plans. Additionally, Whitcomb & Hess offers financial planning services, including modular and broad-based planning, to help clients achieve their financial goals.
Assets Under Management$490M
Clients1,368
Advisors8
Avg. per Client$360K
Avg. per Advisor$61M
Fee Structure
Minimum Annual Fee:$100
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $5.0M | 0.30% |
| $5M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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