Waterloo Capital offers comprehensive investment management, financial planning, and consulting services designed to help clients achieve their long-term financial goals. The firm works directly with clients or through third-party sub-advisers to build and manage customized portfolios consisting of equities, fixed income securities, mutual funds, and alternative investments. Waterloo Capital also provides specialized guidance in areas such as retirement planning, tax strategies, estate planning, and business succession. Serving primarily entrepreneurs, high-net-worth individuals, and families, Waterloo Capital tailors its approach to align with each client's specific risk tolerance, time horizon, and financial situation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum advisory fee is 2.0% and is negotiable. Sub-adviser or model manager platform fees are charged in addition to the advisory fee.