Waverly Advisors, LLC
Assets Under Management
$16.1B
Number of Clients
10,085
Number of Advisors
172
Average Client AUM
$1.6M
AUM per Advisor
$93.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Waverly Advisors provides investment management services on a discretionary or non-discretionary basis. They offer financial planning upon request, covering areas like retirement, tax, and estate planning. They also provide retirement plan consulting services to various types of retirement plans.
Fee Structure
Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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Location
600 University Park Place, Suite 501, Birmingham, AL, 35209
172 Advisors at this firm
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