Waypoint Financial offers customized investment management and comprehensive financial planning services. The firm builds portfolios using a passive investment strategy primarily utilizing index mutual funds and exchange-traded funds, tailored to each client's specific risk tolerance and time horizon. Waypoint Financial's planning services cover a broad range of areas, including retirement planning, tax strategies, estate planning, cash flow and debt management, college savings, business planning, and risk management. Led by William Andrew Aquila, the firm works with individuals, high-net-worth clients, small businesses, and retirement plans, operating as a registered investment advisor based in Dublin, Pennsylvania.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Comprehensive advisory services have a minimum annual fee of $6,000. Fees are negotiable.