Whitaker-Myers Wealth Managers provides investment advice and financial planning to individuals, high-net-worth individuals, pension plans, and charitable organizations. Services include portfolio management, financial planning, financial coaching, and pension consulting. The firm creates tailored investment plans based on client goals, risk tolerance, and time horizon. They may direct clients to Betterment, LLC for wrap fee programs.
Assets Under Management$710M
Clients3,237
Advisors16
Avg. per Client$220K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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