Wave Wealth Planning (WWP) manages investment portfolios based on your individual needs and goals. WWP also offers ongoing financial planning for a monthly fee, where a planner helps you develop and implement your financial plan, monitoring it and recommending changes as needed. WWP also provides hourly services for specific financial questions or issues.
Assets Under Management$17M
Clients56
Advisors1
Avg. per Client$300K
Avg. per Advisor$17M
www.linkedin.com/company/wave-wealth-planning-co ·www.wavewealthplanning.com ·www.instagram.com/wavewealth
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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