White Wing Wealth Management, LLC

White Wing Wealth Management, LLC, established in 2015 and based in The Woodlands, Texas, is a registered investment adviser offering portfolio management services tailored to individual needs and objectives. The firm provides both discretionary and non-discretionary services, with a focus on continuous monitoring and rebalancing of client portfolios. Additionally, financial planning services are available, including customized written financial plans to help clients achieve their financial goals. The firm primarily advises on mutual funds and ETFs, managing approximately $151,924,000 in client assets as of December 31, 2024. Fees for portfolio management services range from 0.65% to 1.25% of assets under management, billed quarterly in arrears. Financial planning services typically incur a negotiable fixed fee of $2,500. White Wing Wealth Management acts as a fiduciary and does not accept performance-based fees or engage in side-by-side management. The firm recommends the use of Charles Schwab & Co., Inc. as a custodian and broker, providing access to a broad range of investment products and services. Clients are responsible for voting on proxies and are encouraged to consult with tax professionals regarding the tax implications of investments. The firm maintains strict privacy policies to safeguard client information.