Waypoint Wealth Partners

Waypoint Wealth Partners offers investment management services on a fee-only basis. Fees and minimums may be negotiated or waived at WWP’s sole discretion, and in some cases, WWP may charge a client a negotiated flat fee rather than the fee range outlined below. The amount of the asset management fee is based on the total assets under management. The fee range and break points start from 1% to 0.25% annually, depending on the amount of assets to be managed. Accounts may be subject to a minimum quarterly fee, which has varied based on when the fees were established with the client, and is disclosed in the client’s Investment Management Agreement. Current quarterly fee minimum is typically $2,500. There may be an initial one-time professional services fee charged upon the signing of the Investment Management Agreement. If a client requests extraordinary planning services, WWP may charge separately for those services at an additional agreed upon fee.