WhiteSpace Financial's wealth management service is a comprehensive, holistic and all-inclusive approach to helping families and their family stewards through the gauntlet of financial decision-making. It includes all our financial planning services and investment services and offers the opportunity for synergy by having everything in-house under one roof where possible, but covered, considered, and addressed where not. We begin with comprehensive financial planning, taking full inventory of "the numbers" that make up your financial life, and quantify reasonably expectable outcomes given your decision-making options. The fun begins when we apply the context of your life on top of conventional professional thinking. We're ready for you! Our wealth management service charges an annual investment advisory fee of 1.75% of assets under our direct management.