Waterway Wealth Management offers personalized wealth management, including investment management through a wrap fee program and comprehensive financial planning. The firm helps clients navigate complex financial decisions by covering cash flow, retirement planning, investments, insurance strategies, and estate planning. Operating since 2012, Waterway Wealth Management builds customized financial plans and manages portfolios on both a discretionary and non-discretionary basis. The firm works primarily with individuals, high-net-worth families, trusts, estates, and retirement plans, aiming to align investment strategies with each client's specific long-term goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees are negotiable for household assets exceeding $10,000,000. Family accounts are aggregated for fee calculation.