Transparent & Fair Pricing

We are paid via:

  • A quarterly flat fee

  • A percentage of assets managed

  • Or a combination of both depending on the requested services

Our Assets Under Management (AUM) Fees

Assets Managed

Annual Fee as a % of Account Value

$0 to $2,000,000

Next $3M

Next $5M

Over $10M

Clients with investable assets of less than $2M will be subject to an annual financial planning fee. In most situations, Wave will charge an upfront financial planning fee to all new clients.

1%

0.80%

0.60%

0.40%