Waverley Wealth Management LLC

Waverley Wealth Management, LLC, based in Mountain View, California, has been providing investment advisory services since 2011. The firm, founded by Martin Bicker, offers comprehensive portfolio management services tailored to individual clients' financial goals and risk tolerance. As a fiduciary, Waverley Wealth Management is committed to acting in the best interests of its clients. The firm requires a minimum account balance of $500,000 for its services, with fees ranging from 0.50% to 1.00% based on assets under management. Clients' assets are held at Charles Schwab & Co., Inc., the recommended custodian, with trades executed by Schwab to minimize costs. The firm employs fundamental and technical analysis in its investment strategies, focusing on long-term and short-term purchases. Clients receive quarterly performance reports and have the option to grant investment discretion to the firm. Waverley Wealth Management does not charge performance-based fees, accepts investment discretion, and does not vote on client securities. The firm does not have any disciplinary events and does not receive soft dollars or referral fees.