Assets Under Management
$192.3M
Number of Clients
408
Number of Advisors
4
Average Client AUM
$471K
AUM per Advisor
$48.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Whalen Wealth Management provides portfolio management services based on client goals and risk tolerance. They use a third-party platform (Pontera) to manage held-away assets. Financial planning services cover investment, insurance, tax, retirement, college, and debt/credit planning. Investment advice is generally limited to mutual funds, fixed income, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.20% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
7160 Rafael Rivera Way, Suite 220, Las Vegas, NV, 89113