Pricing
We are paid via:
A Quarterly Flat Fee
A Percentage of Assets Managed
A Combination of Both
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.
