Waverley Wealth Management provides investment advisory services to individuals and other client types. Waverley's services include comprehensive portfolio management, which includes asset management and financial planning or consulting. Waverley works with clients to understand their financial situation, goals, and risk tolerance, and then creates an investment approach using various securities. Portfolios are monitored and rebalanced as needed.
Assets Under Management$200M
Clients114
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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