Assets Under Management
$552.8M
Number of Clients
194
Number of Advisors
5
Average Client AUM
$2.8M
AUM per Advisor
$110.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Waterway Wealth Management provides investment advisory services, including comprehensive wealth management and financial planning. The firm sponsors a wrap fee program for families, individuals, pension and profit-sharing plans, trusts, and estates. They determine investment goals, evaluate assets, and develop asset allocations.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are negotiable and may be adjusted based on the complexity of the client's situation.
21 Waterway, Suite 500, The Woodlands, TX, 77380