Waterstone Wealth Advisors, LLC
Assets Under Management
$150.0M
Number of Clients
154
Number of Advisors
1
Average Client AUM
$974K
AUM per Advisor
$150.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Waterstone Wealth Advisors provides discretionary and non-discretionary investment advisory services on a fee-only basis. They also offer financial planning and consulting services on a stand-alone fee basis. They monitor account performance and asset allocation, and may recommend account transactions. They do not implement financial plans or provide legal, accounting, or insurance services.
Fee Structure
Minimum Investment:$300K
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6M+ | 0.25% |
Fees may vary depending upon various objective and subjective factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$3,000
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Location
NJ, United States
