Waystone Advisors offers investment advice to individuals, high net worth individuals, trusts, estates, and businesses. Waystone Advisors provides customized investment solutions through personal contact and discretionary investment management. They construct portfolios using exchange-traded funds, mutual funds, individual stocks and bonds, and independent money managers. Waystone Advisors also offers financial planning services covering investment, retirement, education, and insurance needs.
Assets Under Management$180M
Clients306
Advisors3
Avg. per Client$590K
Avg. per Advisor$60M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.50% |
Fees may be negotiable at the sole discretion of Waystone Advisors. The total blended fee, including Waystone's fee and any Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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