Waterfront Advisors offers investment management and financial planning services. Investment management involves determining investment goals, objectives, and risk tolerance to create a suitable investment program. Financial planning covers various topics such as financial goals, investment analysis, retirement strategy, and estate preservation. Clients are not obligated to act on Waterfront Advisors' recommendations.
Assets Under Management$3M
Clients12
Advisors1
Avg. per Client$250K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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