Whitney Financial Strategies (WFS) provides financial planning and investment management services to individuals, families, and business owners. WFS specializes in retirement planning, wealth management, estate planning, and business planning. They also have a licensed tax advisor/attorney on staff. WFS acts as a fiduciary, meaning they are legally required to act in your best interest.
Assets Under Management$11M
Clients81
AdvisorsN/A
Avg. per Client$140K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
These fees apply to both the Passive Strategy and the Proprietary Active Strategy. WFS also uses Currency Capital, LLC and Sensus Wealth Management, which charge performance-based fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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