Whitwell Advisors
Assets Under Management
$112.6M
Number of Clients
319
Number of Advisors
6
Average Client AUM
$353K
AUM per Advisor
$18.8M
Compensation
Fee-Only (AUM)
About This Firm
Whitwell & Co., LLC is an SEC-registered investment adviser offering wealth management services. They provide discretionary investment management, financial planning, and consulting services to individual clients, financial intermediaries, and institutions. They also offer family office services to high-net-worth families.
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
Location
TX, United States