Wayfinding Financial provides investment management and financial planning services to individuals, high net worth individuals, foundations, employer-sponsored retirement plans, and other organizations. Wayfinding manages investments on a discretionary basis, allocating assets among equities, ETFs, mutual funds, and alternative investments. Financial planning services cover various aspects of a client's financial picture, including estate, income tax, charitable giving, and wealth transfer objectives. Wayfinding may also recommend third-party money managers or Betterment, an automated investment program.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisory fee is 1.25%. Fees may vary and be negotiated based on the size of the account, complexity of the portfolio, familial relationship, extent of activity in the account, etc.