Waterford Financial Management is an independent registered investment advisor providing investment management and financial planning services. Waterford creates investment policy statements and manages client portfolios based on risk tolerance and return objectives. Financial planning is offered as part of investment management or as a one-time service, covering areas like insurance, estate, and tax issues. Waterford may also provide consulting services on an hourly or per-project basis.
Assets Under Management$38M
Clients41
Advisors1
Avg. per Client$920K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $200K | 0.80% |
| $200K - $300K | 0.60% |
| $300K - $400K | 0.40% |
| $400K+ | 0.20% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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