We are paid via:
A quarterly flat fee
A percentage of assets managed
Or a combination of both depending on the requested services
No charge for initial consultation.
Our Assets Under Management (AUM) Fees
Assets Managed |
Annual Fee as a % of Account Value |
|---|---|
| $0 to $2,000,000 | 1% |
| Next $3M | 0.80% |
| Next $5M | 0.60% |
| Over $10M | 0.40% |
Clients with investable assets of less than $2M will be subject to an annual financial planning fee. In most situations, Wave will charge an upfront financial planning fee to all new clients.