Waterfront Wealth offers investment management services, including specialized stock and bond management, and financial planning services covering areas like education, retirement, estate, and tax planning. They tailor their services to each client's needs and objectives, taking into account their individual circumstances. Waterfront also provides sub-advisory investment management services to other investment advisors. They act as a legal fiduciary, meaning they are required to act in your best interest.
Assets Under Management$890M
Clients730
Advisors10
Avg. per Client$1.2M
Avg. per Advisor$89M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and will not exceed 1.5%. An additional management fee of up to 0.65% applies to Waterfront Asset Management (WAM) individual stock and bond services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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