Wave Wealth offers investment management and financial planning services, customizing portfolios based on client objectives. Their approach involves tactical allocation to reduce risk and increase performance, utilizing various securities and mutual funds. They also offer business and financial consulting services on an hourly fee basis, providing non-securities advice on topics like tax and estate planning.
Assets Under Management$1.9M
Clients16
Advisors1
Avg. per Client$120K
Avg. per Advisor$1.9M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Wave Wealth charges an annual management fee ranging from 0.70% to 2.0% of your portfolio, depending on the investment strategy and account size. The average fee is around 1.0%. There is a $500 minimum annual fee. They may also charge a $120 administrative fee for opening new accounts. Fees may be negotiable.
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