Waypoint Strategic Wealth offers wealth management, which combines financial planning and investment management. For clients with smaller accounts, they offer investment management and financial planning as separate services. WSW creates customized investment strategies using ETFs, mutual funds, and individual stocks. They also provide insurance consulting as part of their wealth management services. WSW may recommend unaffiliated investment managers.
Assets Under Management$21M
Clients7
Advisors1
Avg. per Client$3M
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees may be negotiable. Total blended fee, including WSW's fee and the Independent Manager's fee, will not exceed 2.00% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...