Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waverly Advisors charges an advisory fee based on a percentage of assets under management or advisement. These percentages range from 0.25% to 1.5%. Some clients are billed a fixed dollar amount, which is negotiable. New retail clients are generally subject to an annual minimum advisory fee ranging from $5,000 to $20,000, and 401(k) Plan clients are subject to an annual minimum advisory fee that generally ranges from $5,000 to $50,000. Financial planning fees, when charged separately, range from $500 to $50,000 on a fixed fee basis, or from $75 to $450 on an hourly rate basis. These fees are negotiable.
Areas of Practice
Advisor Information
Office location
600 University Park Place, Suite 501, Birmingham, AL, 35209
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
Ashley is a board member for the Community Foundation of Northwest Florida, dedicating minimal time to serving the community's philanthropic efforts. She also works as an instructor for Florida State University's Certified Financial Planning Program, spending minimal time updating lecture notes and communicating with students.