Waterstone Wealth Advisors offers investment advice and financial planning to individuals, families, and businesses. Waterstone's services include creating investment strategies and managing portfolios. They also offer financial planning on a stand-alone fee basis, covering topics like estate planning and insurance. Waterstone does not implement financial plans unless agreed to in writing and does not monitor financial plans unless requested.
Assets Under Management$160M
Clients148
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$160M
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6M+ | 0.25% |
Fees may vary depending upon various objective and subjective factors. The Registrant generally requires a minimum asset level of $300,000, which computes to a minimum annual fee of $3,000. However, Waterstone may, in its sole discretion, require or charge a lesser minimum asset level or fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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