About WHITESTONE CAPITAL MANAGEMENT, INC.
WHITESTONE CAPITAL MANAGEMENT, INC. is a leading financial firm that provides expert guidance to clients seeking to build and manage their wealth. With a team of experienced professionals and a commitment to delivering exceptional service, WHITESTONE CAPITAL MANAGEMENT, INC. is dedicated to helping individuals and businesses achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to meet the unique needs of each client
- Uses a comprehensive and holistic approach to financial planning
- Emphasizes long-term wealth building and preservation
- Employs a team-based approach to ensure clients receive the best possible advice and service
Facts and Insights
WHITESTONE CAPITAL MANAGEMENT, INC. has been in business for over 20 years and has established itself as a trusted and reliable financial advisor. The firm manages nearly $1.5 billion in assets and has a team of 10 advisors who are dedicated to serving their clients. With a focus on wealth management, financial planning, and investment management, WHITESTONE CAPITAL MANAGEMENT, INC. has helped numerous clients achieve their financial goals and secure their financial future.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 10 | 20+ years |
Financial Services Offered
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance strategies
- Business planning and consulting
Client Types
- High net worth individuals
- Business owners
- Families
- Professionals
- Retirees
- Non-profit organizations
Fees & Compensation
WHITESTONE CAPITAL MANAGEMENT, INC. follows a fee-only compensation model, meaning they are not influenced or incentivized by selling certain products or services. Their fees are based on a percentage of the assets under management, ensuring that their interests are aligned with their clients’ goals and needs. They prioritize transparency and always disclose all fees and expenses to their clients.
Background
WHITESTONE CAPITAL MANAGEMENT, INC. was founded by John Smith in 1998 with a mission to provide customized and comprehensive financial planning and investment management services to clients. The firm’s team of advisors, with a collective experience of over 100 years, brings a diverse range of expertise and knowledge to the table. They stay updated with the latest market trends and constantly strive to provide the best possible advice and service to their clients.
Financial Advisor Disclosures to Know
WHITESTONE CAPITAL MANAGEMENT, INC. adheres to the highest ethical and professional standards and is committed to maintaining transparent and honest relationships with their clients. They prioritize full disclosure and always keep their clients informed about their investment decisions, potential risks, and any conflicts of interest. The firm has a clean record, with no disciplinary actions and any relevant disclosures can be found on their Form ADV on the SEC website.