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:
.75% of assets over $1 million
.75% of assets between
$1 million and $3 million, plus
.70% of assets between
$3 million and $5 million
.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.