Waypoint Wealth Counsel offers wealth management and financial planning services to individuals. They create tailored investment portfolios based on each client's goals and risk tolerance. Waypoint manages portfolios on a discretionary basis, meaning they can make trades without asking you first. They may also recommend separate account managers. Financial planning services cover cash flow, retirement, estate planning, and insurance analysis.
Assets Under Management$660M
Clients225
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$220M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$15,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Portfolios are subject to a $15,000 minimum annual fee per household which can exceed our highest published 1.0% annual fee rate. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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