Wavvest Wealth offers investment advisory services exclusively online. Wavvest provides investment advice and manages assets through portfolios of exchange-traded funds, mutual funds, and individual stocks and bonds. Wavvest assesses a client's risk tolerance and recommends suitable portfolio strategies. Wavvest manages accounts based on the portfolio selected by the Advisor and/or Third-Party Advised Client.
Assets Under Management$750K
Clients13
Advisors2
Avg. per Client$57K
Avg. per Advisor$370K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Wavvest Wealth charges a monthly management fee based on the total assets under management of an advisor's firm. The fee is calculated daily and charged monthly.
The specific fee depends on the total assets managed:
- $0 - $10 million: 0.45% per year
- $10 - $25 million: 0.40% per year
- $25 - $50 million: 0.35% per year
- $50 - $100 million: 0.30% per year
- Over $100 million: 0.25% per year
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