Vache Astarjian is a registered investment advisor at Waterstone Advisors LLC, based in Walpole, MA, with 13 years of industry experience. Vache operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 31 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable for related accounts, large accounts, or accounts with anticipated increased asset inflows.
Fee Estimator
Location
Walpole, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Vache is an unpaid volunteer member of the investment sub-committee for the National Association for Armenian Studies and Research's (NAASR) endowment fund since 2015. He dedicates minimal time each month to offering non-binding opinions on investment proposals.
Employment History
Current Registrations
Waterstone Advisors LLC
State Registrations1 state
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