WHITESTONE WEALTH ADVISORS, LLC

Overview

Whitestone Wealth Advisors, LLC is a small, fee-based wealth advisory firm organized as a limited liability company that serves individual and family clients. The firm provides portfolio management for individuals and small businesses and offers selection of other advisers, indicating it both constructs portfolios and places client capital with outside managers when appropriate. Whitestone also acts as an insurance broker and identifies itself as a capital allocator rather than a pure product distributor. Its fees are charged as a percentage of assets under management.

Assets & Accounts

Investments & Alternatives

Location & Offices