Waterford Advisors offers ongoing investment advice based on individual client needs. They develop a personal investment policy and manage portfolios accordingly. Investment recommendations primarily include no-load or load-waived mutual funds and exchange-traded funds (ETFs). Waterford also provides financial planning services, covering investment advice, retirement planning, estate planning, tax planning, risk management, elder care, and education planning. They may also provide consulting services to retirement plans.
Assets Under Management$340M
Clients292
Advisors7
Avg. per Client$1.2M
Avg. per Advisor$48M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1000K | 0.90% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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