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The fee is billed in advance and is negotiable.","source":"WHITNEY & COMPANY, filed 27 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does W.g.shaheen & Associates,ltd. use?","answer":"W.g.shaheen & Associates,ltd.’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $1.14B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 September 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does W.g.shaheen & Associates,ltd. have?","answer":"W.g.shaheen & Associates,ltd. has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does W.g.shaheen & Associates,ltd. invest in?","answer":"At the end of its last fiscal year, W.g.shaheen & Associates,ltd.’s separately managed accounts held 77% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% pooled vehicles (private funds and similar) and 1% other. 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