Waycross is a fee-based investment management company. We bill quarterly, in advance, using the following fee structures:
Discretionary Portfolio Management Fee Schedule:
*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.