Wave Wealth offers investment management and financial planning services to individuals, high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans. Wave Wealth provides customized investment management and advisory solutions through personal contact and interaction. Financial planning services include investment planning, retirement planning, personal savings, education savings, and insurance needs. Wave Wealth may recommend independent managers for a portion of a client's portfolio.
Assets Under Management$130M
Clients62
Advisors2
Avg. per Client$2.2M
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees may be negotiable. The total blended fee, including Wave Wealth’s fee and the Independent Manager’s fee, will not exceed 2% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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