Waits Investments provides financial planning and investment management services to individuals. They are a fee-only firm, meaning they don't sell financial products or receive commissions. Their services include advice on income and expense planning, tax planning, insurance planning, estate planning, retirement planning, and education planning, as well as investment advice on asset allocation and investment selection. For investment management, Waits Investments can make investment decisions for you or provide recommendations for you to approve.
Assets Under Management$78M
Clients89
Advisors2
Avg. per Client$880K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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