Michael Waters Investment Advisers aims to provide customized investment management services. They assist clients with investment management, financial goal setting, cash flow management, insurance review, education funding, and retirement planning. They primarily use quantitative analysis leveraging equity/derivative securities to minimize/maximize risk/return. They manage investments on a discretionary basis.
Assets Under Management$2.4M
Clients9
Advisors1
Avg. per Client$260K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:$40K
Investment management only (planning not offered)
Minimum Annual Fee:$400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $40K | 1.00% |
| $40K+ | 0.80% |
Minimum fee of $200 per semi-annual period applies to accounts less than $40,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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