Ongoing Retirement Planning
From day one, we work to maximize the efficiency of your financial resources, and as a fiduciary, we provide solutions that are always in your best interest.
Through regular check-ins we keep you on track, adjusting to economic conditions, tax law changes, and updates to your personal situation.
With Whitford as your financial partner, we help you do the little things right and avoid possible costly mistakes.
Our Transparent Fees
Fees are based on Assets Under Management (AUM) and include ongoing financial planning.
They are deducted quarterly from accounts, based on the average daily balance during the prior quarter.
0.85% annually up to $5 million, then 0.60% over $5 million