Code Waechter LLC provides financial planning and investment management services. Financial planning includes analyzing cash flow, expenses, and savings. Asset management is typically done on a discretionary basis, guided by a financial plan. CW may use third-party managers. CW requires each client to place at least $500,000 with the firm, but this minimum may be waived at the discretion of CW.
Assets Under Management$410M
Clients324
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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% |
Asset management fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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