Whitespace Financial, LLC

WhiteSpace Financial, LLC, established in 2009, is a California-based investment adviser specializing in Asset Management, 401(k) & Pension Consulting, and Financial Planning & Consultations. The firm acts as a fiduciary, committed to always acting in the client's best interest. Clients have the option to grant investment discretion, allowing the firm to execute transactions on their behalf. The firm's fee structure includes a maximum annual fee of 1.75% for Asset Management and a maximum annual fee of 1.00% or $50,000 for 401(k) & Pension Consulting. Financial Planning & Consultations are charged on an hourly or flat fee basis ranging from $700 to $7,300. The firm does not charge performance-based fees and does not accept proxy authority to vote client securities. Angus Blackwood, the Managing Member & Chief Compliance Officer, holds various professional designations and licenses, including CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Financial Fiduciary® (CF2®). The firm does not have any disciplinary information or compensation arrangements related to client referrals. Clients can request a copy of the firm's Code of Ethics for further information on the firm's ethical standards and practices.