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Portfolio Size

Four Choices For Working Together

Investment Management

Up to $2 million

Annual Rate 1.2%

Investment Management

$2 - 5 million

Annual Rate 0.95%

Investment Management

$5 - 10 million

Annual Rate 0.50%

Investment Management

$10+ million

Annual Rate 0.35%

//Portfolio includes all accounts over which Whalen Financial has discretion, which typically include taxable brokerage accounts / trusts, IRAs, 401(k)s, and 529s.
//Fee tiers are applied marginally (for example, a household with $3 million under management would pay 0.95% on the first $2 million and 0.75% on the remaining $1 million)
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