Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors is a fee-only firm. Clients pay an advisory fee based on assets under management. Assets invested in certain affiliated private funds are included in the AUM calculation, but may not be subject to separate fund fees. HS Select I, LLC is an exception and is not included in the AUM calculation. Certain clients invested in BT Select Fund I, LP may not be subject to an advisory fee, but instead a management and performance fee. A 0.25% flat fee is applicable to Promus Access investments. Performance-based fees may apply to Promus Realty investments. The firm also advises on unaffiliated private funds, with the AUM fee in addition to the fund's fees.
Areas of Practice
Advisor Information
Office location
450 Alaskan Way S, Suite 500, Seattle, WA, 98104
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Harve serves as a director at Mid-Mountain Materials, Inc., overseeing executive management. This requires minimal time, with one hour during and one hour outside of trading hours.