Way Street Financial is an investment advisory firm based in Brunswick, Ohio, founded in 2024 and led by Angel Richelle Way. The firm offers ongoing portfolio management tailored to each client's specific goals, time horizon, and risk tolerance. Investment strategies utilize modern portfolio theory and focus on fixed income securities, exchange-traded funds, equities, insurance products including annuities, and treasury inflation-protected bonds. In addition to managing investments, Way Street Financial provides financial planning covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt and credit planning. The firm operates with a legal obligation to act in the best interest of clients when providing retirement advice and emphasizes personalized service with no account minimums.
Fee Structure
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.