How We Work
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WWG Experience
Whitney Wealth Group Portfolio Management
Fee Structure:
- Under $1M: 1.00%
- $1M - $5M: 0.75%
- $5M+: 0.5%
Financial planning included for all portfolios over $750,000.
What's included?
- Integrate all of your accounts, which are updated in real-time. No need to provide us with statements.
- Administer all your trades, contributions, withdrawals, and Roth IRA conversions.
- Strategically manage your investments. We have our own proprietary WWG portfolio, but also have access to institutional portfolios from companies such as DFA (Dimensional Funds), State Street, etc.
- Customize your solution according to your needs and goals.
- Rebalance throughout the year as the market grows and/or loses. We do not time the market; we make strategic changes when your portfolio changes in value.
- We select low-cost funds because although we cannot control the return of your investments, we can control your costs. 90% of the funds we use have expense ratios below .5%.
- Provide a tax strategy for your non-IRA accounts i.e. what would selling this position do for your taxes?
Show you an example of a portfolio compared to what you are invested in today.