Wavelet Advisors offers custom investment portfolio management on a discretionary basis, tailoring its services to each client's individual needs and objectives. Wavelet primarily uses a tactical allocation strategy aimed at reducing risk and increasing performance, using various securities including stocks, bonds, and real estate partnerships. Wavelet may recommend redistributing investment allocations to diversify the portfolio and can recommend employing cash positions as a hedge against market movement.
Assets Under Management$7.2M
Clients11
Advisors1
Avg. per Client$660K
Avg. per Advisor$7.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.30% |
| $600K - $1.0M | 1.20% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.80% |
Wavelet may opt for a minimum monthly fee for some accounts. These fees are negotiable at the sole discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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