Big Wave Advisors provides investment management services to individuals. Big Wave Advisors designs and manages investment portfolios on a discretionary basis, and maintains communication with clients. Research is emailed out regularly, defining current market trends and strategies. Big Wave Advisors is a fee-only firm and does not sell commissioned products.
Assets Under Management$6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.75% |
| $200K - $500K | 1.50% |
| $500K+ | 1.00% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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