Waller Financial Coaching manages investment portfolios and provides personalized financial planning for individuals and families. Waller Financial Coaching creates customized investment strategies using third-party managers and platforms like Fidelity and Betterment. The firm covers areas such as retirement planning, tax strategies, estate planning, cash flow management, insurance, and business planning. Waller Financial Coaching specializes in working with individuals seeking comprehensive guidance on their financial lives.
Assets Under Management$91M
Clients68
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5M+ | 1.10% |
Fees for accounts over $5,000,000 are negotiable. Minimum annual fee is $10,000. Fees include the outside manager's fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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