Way Street Financial offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an investment policy statement for each client and require discretionary authority to select securities and execute transactions. Way Street Financial also offers financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. They primarily recommend dividend-focused investments for non-qualified accounts.
Assets Under Management$32M
Clients73
Advisors1
Avg. per Client$440K
Avg. per Advisor$32M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $1.8M | 1.00% |
| $1.8M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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