White Peaks Asset Management, LLC
Assets Under Management
$4.3M
Number of Clients
8
Number of Advisors
1
Average Client AUM
$532K
AUM per Advisor
$4.3M
Compensation
Fee-Only (AUM)
About This Firm
WPAM, founded in 2000, offers personalized investment supervisory and discretionary advisory services exclusively to individually managed accounts. They conduct an in-depth discovery process to determine investment goals, risk tolerance, and financial circumstances, designing portfolios to align with client objectives and updating them as needed.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
WPAM charges an annual Investment Advisory Fee based on a percentage of assets under management. Generally speaking, fees are 1% for advisory fully discretionary investment accounts. While there is no formal minimum account requirement, WPAM generally seeks to work with clients who have investable assets of at least $500,000.
Areas of Practice
Location
DE, United States