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White Sail Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,660,743
Clients
20
20% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$233,037
About
White Sail Advisors LLC is an independent investment advisory firm that provides discretionary asset management, assets-under-advisement and held‑away account management, plus financial planning and consulting for individuals, high‑net‑worth clients, trusts, and estates. The firm works with a small client base and does not require a minimum account size.
The firm’s investment approach combines fundamental, cyclical and technical analysis, uses discretionary trading authority for managed accounts, and conducts at least quarterly reviews with rebalancing as needed. For held‑away accounts such as defined‑contribution plan participant accounts, White Sail uses a third‑party platform to review and rebalance allocations while avoiding custody and without direct access to client login credentials.
Noteworthy distinctions include the active use of a held‑away platform to manage and rebalance employer plan accounts without custody and a formal assets‑under‑advisement service where the firm provides recommendations but does not execute trades. The firm’s principal also operates an unrelated rental‑property business that occupies roughly 25% of his time, and the firm does not routinely vote client proxies (clients receive proxy materials directly from custodians).
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
$0 - $249,999: 1.50% annually $250,000 - $999,999: 1.25% annually $1,000,000 - $4,999,999: 1.00% annually $5,000,000 - $9,999,999: 0.75% annually $10,000,000+: 0.50% annually
$250 per hour for financial planning
Fee-only: Financial planning charged at $250 per hour
Main office location
White Sail Advisors LLC
Huntington Beach CA, United States
Number of offices
1
Most active in
White Sail Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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