Waldron Private Wealth provides comprehensive wealth management, investment portfolio oversight, family office services, and financial planning for individuals, families, and businesses. Waldron manages investments on both a discretionary basis (making trades without asking first) and a non-discretionary basis (requiring client approval for trades). The firm's investment strategy focuses on strategic asset allocation across major asset classes, utilizing mutual funds, exchange-traded funds, and independent managers. In addition to traditional portfolio management, Waldron offers family office services such as bill paying, personal Chief Financial Officer services, tax and accounting coordination, risk management, and access to estate planning software. Waldron also acts as an investment adviser to an affiliated private equity fund and can recommend private investments or Private Placement Life Insurance to qualified clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual investment management fees vary up to 1.50% based on objective and subjective factors such as asset amount, advisement assets, complexity, and service scope. Fees are negotiable.