Waverly Advisors, LLC
Assets Under Management
$16.1B
Number of Clients
10,085
Number of Advisors
172
Average Client AUM
$1.6M
AUM per Advisor
$93.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Waverly Advisors, LLC offers investment management, financial planning, and consulting services. They provide continuous investment supervisory services to Separate Account Clients and Pooled Investment Clients. They may use technology platforms like Pontera to provide discretionary investment advisory services with respect to certain Assets Under Advisement.
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
Location
600 University Park Place, Suite 501, Birmingham, AL, 35209
