Waverly Advisors offers investment management and financial planning services. They manage investment portfolios for individuals, families, and pooled investment vehicles. Financial planning services may include consultation, analysis, or recommendations in areas like financial position, insurance, investments, taxes, retirement, and estate planning. Waverly may recommend other professionals, but clients are not obligated to use them.
Fee Structure
Waverly Advisors charges an advisory fee for managing your investments, calculated as a percentage of the total value of your portfolio. The specific percentage ranges from 0.25% to 1.5% per year, depending on the amount you invest. Some clients pay a flat percentage, while others pay a declining percentage as the portfolio size increases. There may be a minimum annual fee. Some investment strategies, like individual stock strategies, may have an additional 0.25% annual fee.
