Whitwell & Co. provides investment management and financial planning services. They work with clients to understand their financial goals, risk tolerance, and financial situation to develop an appropriate investment strategy. Whitwell also offers consulting services on various financial matters, such as tax strategies and estate planning. They offer Family Office Services to high-net-worth families, providing comprehensive financial and administrative support.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Whitwell reserves the right to charge up to 3% of AUM or to implement non-traditional investment fee structures up to 1.5%. These may include a single flat fee or a layered fee arrangement. A discounted 0.25% rate is offered for accounts consisting solely of low-risk money market and short-term government bond ETFs and mutual funds.