Whetstone Capital Advisors

Financial Advisor in Fairway, KS

Firm Info
Address: 2001 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone: (913) 951-2700

Firm Size
Assets Under Management: $534.7 million
# of Advisors: 5
# of Clients: 5
Client to Advisor Ratio: 1:1
Average Account Size: $106.9 million
# of Offices: 1

Services Offered
  • Portfolio Management of Pooled Investment Vehicles

Types of Clients
  • Pooled Investment Vehicles

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Performance-based Fees

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Whetstone Capital Advisors Overview

WHETSTONE CAPITAL ADVISORS is a trusted financial advisory firm that operates on a fee-based structure. Headquartered in Mission Woods, KS, the firm has been in business since 2014. The firm is registered as an investment advisory firm and specializes in investment advice only. Their portfolio management of pooled investment vehicles is the key service that they offer to their clients. With their fee-based model, WHETSTONE CAPITAL ADVISORS ensures that their clients receive unbiased investment advice, free from any conflicts of interest. Their knowledgeable team works closely with their clients to develop customized investment solutions that align with their financial goals and objectives. WHETSTONE CAPITAL ADVISORS prides itself on its portfolio management expertise. They specialize in managing pooled investment vehicles, providing their clients with diversified and well-managed portfolios. Their expert investment strategies enable them to adapt to market fluctuations, ensuring that their clients' investments remain safe and profitable. Overall, WHETSTONE CAPITAL ADVISORS is an esteemed financial firm that has gained the trust of many investors since its inception in 2014. The firm's commitment to providing fee-based, unbiased investment advice and expert portfolio management has helped many clients achieve their financial goals.

WHETSTONE CAPITAL ADVISORS caters to a diverse spectrum of clients, including pooled investment vehicles that consist of hedge funds, mutual funds, and ETFs. The financial professionals at WHETSTONE CAPITAL ADVISORS understand the unique requirements and complexities involved in managing different types of pooled investment vehicles, and they work closely with their clients to ensure that they receive personalized and cutting-edge solutions to their investment needs. When it comes to fee structures, WHETSTONE CAPITAL ADVISORS offers different pricing models based on the type of service provided. One of the most popular fee structures is a percentage of assets under management (AUM) fee, which is calculated based on a predetermined percentage of the total assets managed by the firm. Another option for clients is the performance-based fee, which is calculated based on the investment returns achieved by the firm over a certain period. WHETSTONE CAPITAL ADVISORS sets out these fee structures clearly and transparently in their client agreements, ensuring that their clients understand the terms and are aware of any performance benchmarks or other criteria that may impact the fee calculation.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, WHETSTONE CAPITAL ADVISORS' Part 2 Brochure does not mention an investment minimum.

How This Office Can Help Fairway, KS Residents

Whetstone Capital Advisors is a financial advisory firm that assists clients in Fairway, KS with navigating various financial challenges. The team at Whetstone Capital Advisors recognizes that individuals in Fairway, KS may face unique financial situations, such as deciding on the best ways to save and pay for college, or managing inherited wealth. They understand the importance of taking into account the individual needs and preferences of each client to provide tailored financial advice and guidance. Using a comprehensive approach, Whetstone Capital Advisors helps clients assess their current financial situation, define their financial goals, and develop a personalized plan to achieve them. They offer a range of services, including investment management, financial planning, tax planning, and retirement planning, to support clients in achieving long-term financial success. With a focus on transparency and open communication, the team at Whetstone Capital Advisors strives to build lasting relationships with clients, helping them achieve financial peace of mind.

To view the Minimum Investment and Fee Schedule for Whetstone Capital Advisors, visit their Part 2 Brochure.

Services Offered by Whetstone Capital Advisors

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Whetstone Capital Advisors most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Performance-based Fees
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Other

Types of Clients


This Office Location

Firm location 2001 Shawnee Mission Pkwy, Mission Woods, KS 66205, USA
Phone (913) 951-2700
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Whetstone Capital Advisors is registered to service clients in the following states:

  • Kansas

Disciplinary History

Whetstone Capital Advisors does not have any disclosures. Please visit it's Form ADV for more details.

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