Waycross Investment Management Company provides investment advice and manages investment portfolios for individuals, retirement accounts, trusts, estates, and charities. Waycross creates an Investment Policy Statement for each client. Waycross also provides general financial planning and retirement planning services to portfolio management clients at no additional cost. Standalone portfolio review and analysis services are available on an hourly fee basis.
Assets Under Management$250M
Clients160
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable at Waycross's sole discretion. All clients do not pay the same fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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