Whipplewood Advisors, LLC
Assets Under Management
$288.0M
Number of Clients
148
Number of Advisors
6
Average Client AUM
$1.9M
AUM per Advisor
$48.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WhippleWood Advisors, LLC (WWA) is an investment advisory firm located in Littleton, Colorado. They offer investment management services on a discretionary and non-discretionary basis, financial planning, and consulting services. WWA primarily allocates client assets among cash, equities, debt securities, ETFs, mutual funds, and alternative investments. They also provide sub-advisory services and utilize the SEI investment management platform.
Fee Structure
Investment management fees are based on an annual percentage of assets under management, billed quarterly in arrears. The maximum annual advisory fee is 1.15%, but specific fees may vary based on account size, complexity, and activity. Financial planning services are typically included for households with over $1,000,000 under management; otherwise, financial planning fees range from $2,500 to $75,000, depending on complexity. Consulting fees also range from $2,500 to $75,000. Hourly rates for financial planning termination range from $150/hour to $500/hour.
Areas of Practice
Location
11852 Shaffer Drive, Building B, Littleton, CO, 80127