Waymaker Financial Planning offers investment management and financial planning services. WFP works with clients to understand their values and preferences, then prepares analyses of their current financial situation and possible future scenarios. WFP provides ongoing financial advice and helps clients implement their plan and complete action items in a timely manner.
Assets Under Management$3.6M
Clients7
Advisors1
Avg. per Client$520K
Avg. per Advisor$3.6M
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Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees negotiable for accounts above $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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