Waypoint Strategic Advisors (WSA) provides investment management services on both a discretionary and non-discretionary basis, constructing portfolios primarily of mutual funds. WSA also offers services to retirement plans and one-time financial planning advice covering areas like tax, retirement, and investments. WSA may recommend insurance products, creating a potential conflict of interest.
Assets Under Management$140M
Clients426
Advisors3
Avg. per Client$320K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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