Waypoint Capital Advisors, LLC

Waypoint Capital Advisors, LLC (WCA) is a registered investment advisor specializing in wealth management and investment advisory services for affluent individuals and families. Established in April 2015, WCA actively manages over $949 million in clients' assets on a discretionary basis. The firm offers services such as ongoing asset management, financial planning, and financial consulting, tailored to individual client objectives and risk tolerance. WCA operates under a fiduciary standard, acting in the best interests of clients and disclosing any potential conflicts of interest. The firm charges transparent fees based on a tiered fee schedule, with annual fees ranging from 0.4% to 0.8% based on total assets under management. Clients may impose restrictions on investments, and agreements may not be assigned without written consent. WCA does not participate in performance-based fees or side-by-side management. The firm's investment philosophy is rooted in Modern Portfolio Theory, focusing on broad diversification and long-term asset allocation decisions. Clients are advised on potential risks associated with investments, and portfolios are reviewed at least quarterly. WCA does not receive compensation from third parties and does not recommend securities in which they have a financial interest. The firm maintains custody of client assets with Schwab and provides investment discretion with written client authorization. Clients receive proxies directly from issuers for voting on securities. WCA has no disciplinary events to report and has not been subject to financial conditions impairing its ability to meet commitments.