Waypoint Wealth Partners

Waypoint Wealth Partners, established in 2004 and registered with the SEC in 2008, offers investment management services on a fee-only basis. The firm's services include asset allocation, investment selection, and ongoing account monitoring on a fully discretionary basis. They may recommend sub-advisers for certain client assets, with fees paid directly to the sub-adviser. Wealth management services cover various financial aspects, but exclude tax preparation and legal document services. WWP primarily uses mutual funds, ETFs, and REITs, with individual securities considered based on client objectives and risk tolerance. The firm manages accounts based on a long-term investment philosophy and globally diversified approach. Fees are based on total assets under management, with a fee range from 1% to 0.25% annually and a typical minimum quarterly fee of $2,500. WWP does not charge performance-based fees and serves individuals, high net worth individuals, and institutions. The firm exercises investment discretion, with ongoing client communication and account reviews. WWP does not vote client securities and has a privacy policy in place to protect clients' personal information. For more information, clients can contact Courtney Hutchinson at (877) 768-4802.