Waypoint Wealth Partners

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Assets Under Management

$1.1B

Number of Clients

198

Number of Advisors

N/A

Average Client AUM

$5.4M

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Waypoint Wealth Partners offers investment management services, including asset allocation and investment selection, on a discretionary basis. They also provide wealth management services, including retirement planning, tax planning, and insurance analysis. They primarily use mutual funds and ETFs.

Fee Structure

Financial Planning:Included in AUM fee

Minimum Annual Fee:$10,000

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningInsurance PlanningFinancial Planning & CoachingCharitable Giving

Location

1 Belvedere Place, Suite 200, Mill Valley, CA, 94941

0 Advisors at this firm

No advisors found for this firm.