Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Legacy clients may be subject to a different fee schedule.
Fee Estimator
Portfolio management fees are based on a percentage of assets managed, as detailed in the fee schedule. Financial planning is billed hourly, up to $200/hour, depending on complexity. Pension consulting fees are customized, ranging from 0.05% to 1.50% of assets or a fixed fee. Schwab Institutional Intelligent Portfolios fees are a maximum of 1.5% of assets under management.
Areas of Practice
Advisor Information
Office location
Englewood, CO
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Whitney works as an advisor for Capital Cities, LLC, spending about a quarter of their time on investment advisory services. Whitney is also an insurance advisor, appointed with multiple carriers, dedicating about 10-20% of their time to this activity.