Durante & Waters offers personalized financial planning, consulting, and investment management services. Financial planning includes retirement and divorce planning. Investment management is offered on a discretionary basis, primarily using mutual funds and exchange-traded funds. Durante & Waters tailors its services to individual client needs, considering risk tolerance and time horizon.
Assets Under Management$190M
Clients171
Advisors3
Avg. per Client$1.1M
Avg. per Advisor$62M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Durante & Waters also charges a flat fee for comprehensive wealth management services, which includes both ongoing financial planning and investment management services. These fees are negotiable but generally range from $24,000 to $36,000 annually depending on the client’s net worth.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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