Waypoint Wealth Management (WWM) manages investment portfolios for individuals, high net worth individuals, trusts, retirement plans, and businesses. WWM works with clients to determine their investment objectives and risk profile, and creates a written investment policy statement. WWM also offers financial planning services, typically at no additional charge to clients with assets under management. Financial planning covers areas like retirement, education, risk management, tax, and investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Annual minimum fee is $5,000 and will be billed $1,250 quarterly. Fees and account minimums may be negotiable based on family relations or individual circumstances including account size, potential future account growth, business relationships and the level and scope of the services requested. Individual accounts for immediate family members (such as husband, wife and dependent children) may be aggregated, and the fee may be charged based on the total value of all family members’ accounts. Certain pre-existing Investment Management Services clients may be on a different fee schedule.
