Wipple Creek, LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client and construct a plan to aid in selecting a suitable portfolio. Wipple Creek also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily recommend stocks, bonds, ETFs, and mutual funds.
Assets Under Management$27M
Clients26
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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