The Waycross Advantage

transparent fee structure

no hidden costs, no hidden obligations

Waycross is a fee-based investment management company. We bill quarterly, in advance, using the following fee structures:

Discretionary Portfolio Management Fee Schedule:

Portfolio Value
Annual Management Fee
$1 million or less
1% of assets under management*
From $1 million to $3 million
1% of the first $1 million, plus
.75% of assets over $1 million
From $3 million to $5 million
1% of the first $1 million, plus
.75% of assets between
$1 million and $3 million, plus
.70% of assets between
$3 million and $5 million
Above $5 million
1% of the first $1 million, plus
.75% of assets between
$1 million and $3 million, plus
.70% of assets between
$3 million and $5 million, plus
.60% of assets above $5 million

*Under special circumstances Waycross may accept clients with a total portfolio value of less than $250,000.

Non-Discretionary Consulting Fee:
The fee for non-discretionary portfolio consulting is $250 per hour.

Non-Discretionary 401(k) Advisory Fee:
The annual fee rate for non-discretionary 401(k) investment advisory services will be determined based on the services requested by the Plan, but will not exceed 1.0% of Plan assets. The minimum annual fee, regardless of the market value of Plan assets, is $2,500. For annual fee calculations, plans are valued as of December 31st of the previous year.

 


It all begins with a conversation. Contact us to arrange a meeting and find out what happens when sixty years of experience focuses on guiding you to a prosperous financial future.

 
 

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