Waller Financial Coaching provides investment advice and financial planning services. Waller Financial offers investment management services, recommending sub-advisors for portfolio management. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. Waller Financial also offers tax preparation services to ongoing financial planning clients.
Assets Under Management$71M
Clients65
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$71M
Fee Structure
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 may be negotiable. Minimum fee is $10,000 per year. The fee schedule includes the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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