Waterway Wealth Management offers financial planning services covering cash flow, retirement, investments, insurance, and estate planning. They also provide investment advisory services through their wrap fee program. Waterway Wealth Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, and trusts and estates.
Assets Under Management$550M
Clients194
Advisors5
Avg. per Client$2.8M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$3M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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