Waldron Private Wealth offers investment management on a discretionary or non-discretionary basis, wealth planning and consulting services, and portfolio review/monitoring. Waldron may recommend unaffiliated private investment funds. Waldron also offers Family Dynamics, Governance, and Wealth Counseling services. Waldron may allocate assets to independent investment managers or sub-advisers. Clients retain responsibility for notifying Waldron of changes in their financial situation or investment objectives.
Fee Structure
Waldron Private Wealth charges an annual investment management fee that varies up to 1.50% of the total value of your portfolio. The fee is based on factors like the amount of assets managed, the complexity of the engagement, and the scope of services. Clients may pay different fees for similar services, and other advisors may offer lower fees.