Frequently Asked Questions
How does WhiteTree get paid? Fees are charged based on the value of assets under management. Fees are not earned through commissions or through the sale of any investment product. What is WhiteTree’s minimum beginning account size? WhiteTree provides both asset management and investment counselling services. Clients may elect to hire us solely for counselling, in which case there is no asset minimum. Clients would simply be billed our hourly fee.
If, however, clients hire White to manage money, our minimum is $250,000 in assets under management.
What do you charge? Asset Management fees are charged according to the following schedule:

What types of accounts can WhiteTree manage? WhiteTree accepts taxable individual and joint accounts, as well as retirement accounts such as IRA’s, Roth IRA’s, corporate accounts and trusts.
to-top