Hutchison Whitehead, LLC offers investment management using tailored model portfolios and comprehensive financial planning. Financial planning covers business, cash flow, college savings, estate, insurance, investment, retirement, risk management, and tax planning. Hutchison Whitehead manages investments with discretion, but clients can place restrictions. The firm does not participate in wrap fee programs.
Assets Under Management$78M
Clients103
Advisors4
Avg. per Client$760K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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