Waypoint Financial Planning provides investment advice and financial planning to individuals, high net worth individuals, trusts, and estates. Waypoint creates customized investment solutions based on client goals, risk tolerance, and financial situations. Financial planning services cover areas like investment planning, retirement planning, and education savings. Waypoint may refer clients to other specialists like accountants or attorneys.
Assets Under Management$61M
Clients37
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$61M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.50% |
Minimum annual fee of $3,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...