Wayfinder Wealth Warriors (WWW) is a registered investment advisor providing investment management, financial planning, and retirement plan consulting. WWW is a fee-only firm, meaning it only receives compensation from clients for its services. Investment management involves creating and managing portfolios based on clients' goals and risk tolerance. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Retirement plan consulting is offered to employer plan sponsors.
Assets Under Management$3.3M
Clients7
Advisors1
Avg. per Client$470K
Avg. per Advisor$3.3M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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