Waverly Advisors is a registered investment advisor offering comprehensive wealth management services, including ongoing investment management, financial planning, retirement plan consulting, and multi-family office services. The firm uses fundamental analysis and long-term asset allocation strategies tailored to each client's specific goals, risk tolerance, and tax considerations. Waverly Advisors manages portfolios across traditional investments as well as alternative asset classes, and can coordinate with affiliated tax and trust services.
Assets Under Management$30B
Clients13,689
Advisors227
Avg. per Client$2.2M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% annually, applied as a flat or declining marginal rate. Certain equity and options strategies carry an additional 0.25% annual fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
227 Advisors at this firm
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