Waypoint Financial, LLC (WPF) manages investment portfolios and provides financial planning services. WPF offers investment management services, financial planning on topics like retirement, risk management, and college savings, and comprehensive financial advisory services. WPF primarily uses passive investment management strategies. Services are tailored to each client's Investment Policy Statement.
Assets Under Management$30M
Clients52
Advisors2
Avg. per Client$570K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
For Comprehensive Financial Advisory Services, there is a minimum annual fee of $6,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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