Whitegate Investment Counselors, Inc.

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Client assets under management

$541,053,109

Clients

136

56% high-net worth

Advisors

of 3 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$3,978,332

About

Whitegate Investment Counselors serves individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations, and corporations by providing discretionary and non-discretionary portfolio management, participant-directed 401(k) plan advisory, IRA rollover recommendations, and focused consulting engagements. The firm manages roughly $545 million in client assets and develops asset allocations and investment recommendations based on client interviews and written data-gathering.

Investment implementation emphasizes tailored asset allocation and mutual fund/ETF analysis, employing a mix of long-term and short-term purchase strategies with occasional use of options or limited margin and consideration of after-tax returns for taxable accounts. Accounts are generally reviewed at least quarterly, and the firm recommends custody with an institutional broker-dealer to access consolidated reporting and aggregated trade execution.

Distinctive for its peer group, the firm does not emphasize comprehensive financial planning and instead offers targeted consulting on specific issues (often billed hourly) with consulting clients typically not receiving formal periodic reviews. The brochure also highlights the firm’s handling of IRA rollover recommendations — disclosing the potential conflict and operating under a special rule to act in clients’ best interests — and notes a relatively large asset base managed by a compact advisory team.

Client services

Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Real estate investing

Fee options

Percentage

$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.10% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Project-based

Consulting services billed hourly at $150 to $500 per hour depending on staff

Other

Account minimum: $1,000,000 Minimum fee: $7,500 in annual fees (minimum fee, may be waived) Fee-only: Asset-based fees for portfolio management; hourly fees for consulting ($150-$500/hour)

Main office location

Whitegate Investment Counselors, Inc.

143 North Main Street, Suite 203

Concord NH 03301, United States

Number of offices

Most active in

California · Florida · Illinois · Maryland · Massachusetts · New Hampshire · New York · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 603-228-5471

Advisors at this firm

Colby W

Series 65

Concord, NH

Whitegate Investment Counselors, Inc.

Colby Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. with one year of industry experience. He holds a Series 65 designation and has a background that includes positions at Queen's University Belfast and the University of New Haven. Whitegate Investment Counselors, Inc. is a privately owned, SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, trusts, estates, and business entities. The firm provides portfolio management and financial consulting tailored through a client-specific process and employs a range of investment strategies including individual securities, mutual funds, ETFs, and options.

Options & derivatives strategies Real estate investing

Sarah B

Series 65, Series 66

Concord, NH

Whitegate Investment Counselors, Inc.

Sarah Burdette is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, with 20 years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Taylor, Cottrill, Erickson & Associates since 2018 and at Harvest Capital Management from 2014 to 2018. Whitegate Investment Counselors, Inc. is a privately owned, SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers tailored portfolio management and financial consulting, using a client-specific approach that incorporates multiple investment strategies and regular account reviews.

Options & derivatives strategies Real estate investing

Paulette W

Series 65

Concord, NH

Whitegate Investment Counselors, Inc.

Paulette Wolfe is a financial advisor at Whitegate Investment Counselors, Inc. in Concord, NH, holding a Series 65 designation with 19 years of industry experience. She has been with Whitegate Investment Counselors since 1995. Whitegate Investment Counselors, Inc. is a privately owned SEC-registered firm providing portfolio management and financial consulting to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, and business entities. The firm customizes portfolios based on client-specific factors and employs a range of investment strategies, including individual securities, mutual funds, ETFs, and options, with regular account reviews and a focus on tax considerations.

Options & derivatives strategies Real estate investing

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