Waterford Capital Investment Advisory Services (WCIAS) provides investment management services to high-net-worth individuals and families. WCIAS tailors its advisory services to the individual needs of its clients based on their financial needs and objectives. Clients may impose restrictions on investing in certain securities or types of securities. WCIAS recommends investments in exchange-traded funds (ETFs).
Assets Under Management$170M
Clients106
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$86M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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