Waterstone Wealth Advisors, LLC
Assets Under Management
$150.0M
Number of Clients
154
Number of Advisors
1
Average Client AUM
$974K
AUM per Advisor
$150.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Waterstone Wealth Advisors provides investment advisory services on a fee-only basis. Services include investment advisory, and financial planning and consulting. The firm ascertains client investment objectives and allocates assets accordingly, providing ongoing monitoring and review. They may recommend other professionals for implementation purposes, but clients retain discretion over these decisions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $4.0M | 0.45% |
| $4.0M - $6.0M | 0.30% |
| $6M+ | 0.25% |
Fees may vary depending upon various objective and subjective factors.
Fee Estimator
The annual investment advisory fee is based on a percentage of assets under management, ranging from 0.25% to 1.00%. Financial planning and consulting fees are negotiable, generally $350 per hour or between $5,000 and $25,000 on a fixed fee basis. The firm generally requires a minimum asset level of $300,000, which computes to a minimum annual fee of $3,000.
Areas of Practice
Location
NJ, United States
