Waterloo Capital offers investment management services, including direct management and access to third-party sub-advisers. They also provide comprehensive asset management and financial planning services, as well as financial planning and consulting services. Waterloo Capital hosts educational seminars and speaking engagements. Client accounts are managed based on their financial situation, investment objectives, and any restrictions they impose.
Fee Structure
Waterloo Capital offers investment management services for a fee based on the value of your portfolio. The fee includes Waterloo Capital's advisory fee (up to 2%, which is negotiable) and a sub-adviser fee if a sub-adviser platform is used (the sub-adviser's fee is not negotiable). You'll pay this fee quarterly, in advance. Under certain circumstances, clients may be charged $250 per hour for additional services. For clients with assets under management of $2,000,000 or more, the firm will, on a quarterly basis, reduce its next quarterly fee in an amount equal to the transaction-based fees incurred by the client during the preceding quarter.