Broker Check
Financial Planning 

Transparent and Upfront

Our pricing model reflects our core values of fairness and transparency. We adapt to your individual needs and personalize our services to you. Whether you are looking for a hands-on investment experience or stand-alone financial planning services, we believe you should choose how you work with us. We have structured our fees carefully. They are reflective of the value we provide you, and competitive in the marketplace.


Emotion Management

Financial Planning

We view financial planning as paramount to any investment plan. A comprehensive plan guides your financial decisions. Financial returns are two-fold: Investment portfolio earnings in conjunction with the savings or earnings from good decisions. We develop a financial plan for every client who works with us, and include the cost of that plan when we work with your investments.

If you would like stand-alone financial planning assistance, we charge a $250 per hour with a four-hour minimum.


 

Life-Decision Management

Discretionary Accounts

At WatersEdge Wealth Management we are not limited to a list of strategists and investment managers. We can and do create our models from the larger investing universe, and therefore are able to explain our process and performance because we designed it. We base our models on the sound investing principals and you have the option to choose between different investment objectives and values.


Emotion Management

Non-Discretionary Accounts

We know some investors like to be hands-on and have input. We bring our vast research, knowledge, and experience to you and work collaboratively to create a portfolio that reflects what you value. Our investment philosophy guides you and provides structure as we shape a strategy that is consistent with your risk tolerance and objectives.

Emotion Management

Pricing

Platform Pricing for Assets Managed Accounts* with WatersEdge Wealth Management:

  • Flat fee for assets under management

Up to $1,250,000 – 1.25%

Up to $5,000,000 – 1.15%

Over $5,000,000  – 1%

*Minimum account balance $25,000

Our purpose is to build a long-term relationship with you.

It is from this space we build a personalized strategy that continually moves you toward your goals.