Frequently Asked Q uestions
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 Do You Charge? WhatTree charges a flat fee of $4,900 per year or 0.50% of assets under management, whichever is greater. One-time financial planning engagements are charged per-hour.
What types of accounts can WhiteTree manage? WhiteTree can manage taxable individual and joint accounts, as well as retirement accounts such as IRA’s, Roth IRA’s, corporate accounts and trusts.