Four Choices For Working Together

//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)