Waterstone Advisors offers investment management services to individuals, families, non-profits, small businesses, and other investment advisory firms. Waterstone manages portfolios on a discretionary basis, meaning they make trades without asking for approval first. They invest in individual stocks and bonds, as well as mutual funds and exchange traded funds. Waterstone's goal is to grow the value of your portfolio over time in accordance with your investment goals.
Assets Under Management$13M
Clients31
Advisors1
Avg. per Client$400K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable for related accounts, large accounts, or accounts with anticipated increased asset inflows.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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