Code Waechter offers comprehensive financial planning and discretionary investment management services to individuals, families, trusts, and charitable organizations. Code Waechter begins the relationship with an extensive financial planning process that covers cash flow, savings, and personalized financial strategies. Once a financial plan is established, clients can choose to have Code Waechter manage their investment portfolios. Code Waechter utilizes fundamental analysis and proprietary investment models, typically investing in exchange-traded funds, mutual funds, individual stocks, and bonds. The firm is owned by Scott Waechter, Brian Code, and Michael Stump, and has multiple Certified Financial Planners on staff.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are negotiable at the discretion of Code Waechter.