Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Whitwell charges fees in several ways: asset-based fees (currently 1% of AUM, but can range up to 3%), hourly fees ($500-$1,000), and fees for The Planning Club (upfront, monthly, and hourly). Custom financial planning fees are also available. Fees may be negotiable based on account size and complexity. The firm requires a minimum of $1,000,000 to establish a new advisory account, but may accept smaller accounts at their discretion.
Areas of Practice
Advisor Information
Office location
Bee Cave, TX
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Stefan is a licensed real estate broker in Texas since 2006, using the license for personal transactions only. He dedicates minimal time to this activity.