WHITENER CAPITAL MANAGEMENT, INC.
Whitener Capital Management, Inc. is a leading financial management firm that specializes in providing expert advice and guidance to clients to help them achieve their financial goals. With over 20 years of experience in the financial industry, the firm has developed a solid reputation for its professionalism, expertise, and integrity.
How does the advisor help clients – Key Takeaways:
Whitener Capital Management, Inc. provides a wide range of financial services to help clients achieve their financial objectives. Here are some key takeaways:
- Expert financial advice and guidance
- Customized investment strategies
- Diversified portfolio management
- Comprehensive financial planning
- Regular portfolio monitoring and adjustments
Facts and Insights
Whitener Capital Management, Inc. has over $500 million in assets under management and serves over 1,000 clients. The firm has a team of 15 experienced and knowledgeable advisors who are committed to providing exceptional service to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
Whitener Capital Management, Inc. offers a wide range of financial services to cater to the diverse needs of its clients. Some of the key services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Education funding
Client Types
Whitener Capital Management, Inc. serves a diverse range of clients, including:
- Individuals
- Families
- Retirees
- Business owners
- High-net-worth individuals
Fees & Compensation
The firm charges a fee based on a percentage of assets under management, which ranges from 0.50% to 1.50%, depending on the total value of the client’s assets. The fee is calculated and deducted quarterly.
Background
Whitener Capital Management, Inc. was founded by John Whitener in 1999. John has over 30 years of experience in the financial industry and holds multiple certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC).
Financial Advisor Disclosures to Know
As a registered investment advisor, Whitener Capital Management, Inc. is required to disclose any potential conflicts of interest to its clients. The firm’s advisors are dedicated to providing transparent and honest advice, and any conflicts of interest are always disclosed to clients.