Wayfinding Financial, LLC
Assets Under Management
$314.7M
Number of Clients
354
Number of Advisors
3
Average Client AUM
$889K
AUM per Advisor
$104.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wayfinding Financial, LLC offers investment management services, primarily on a discretionary basis, allocating assets among equities, ETFs, mutual funds, and alternative investments. They also provide financial planning services, addressing clients' holistic financial picture, including estate, tax, charitable, and wealth transfer objectives. They may recommend third-party money managers or Betterment LLC.
Fee Structure
Investment management fees are based on a percentage of assets managed, with a maximum annual fee of 1.25%. Fees may vary and be negotiated. Financial planning fees range from $1,000 to $2,000, depending on the complexity of the client's situation. A flat consulting fee of $65 each quarter is charged for each brokerage customer contract with a market value equal to or greater than $50,000.
Areas of Practice
Location
19020 33rd Avenue W, Suite 390, Lynnwood, WA, 98036