Angel Way
Angel Way is a registered investment advisor at Way Street Financial, LLC, based in Brunswick, OH, with 11 years of industry experience. Angel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 73 clients with $32M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $1.8M | 1.00% |
| $1.8M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
1324 Pearl Road, Suite 3, Brunswick, OH, 44212
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angel is an independent insurance agent, a board member of Integrated Community Solutions, and the owner of Way Street Financial LLC, dedicating about 10-20% of her time to the latter. She also serves as treasurer of MetroWest Toastmasters, spending minimal time on this role.
Employment History
Current Registrations
Way Street Financial, LLC
Previous Registrations
Org Partners
Wealthshield Partners, LLC
Regal Investment Advisors LLC
Brokers Financial
Harvest Financial Group, LLC
Hynes Advisory Group LLC
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.