Waterway Wealth Management, L.l.c.

Waterway Wealth Management, L.L.C. is a financial advisory firm established in July 2012 by Daniel Paul Michalk. The firm specializes in providing investment advisory services, comprehensive wealth management, and financial planning services. Their Wrap Fee Program offers fee-only investment management services, covering individual debt and equity securities, mutual funds, index funds, and more. Clients pay an annualized Program Fee based on a tiered structure, starting at 1.00% for assets under management between $1,000,000 and $3,000,000. The firm emphasizes personalized service, offering ongoing support, portfolio monitoring, and quarterly reports. Waterway Wealth Management caters to families, individuals, high net worth individuals, pension and profit-sharing plans, trusts, and estates. The firm acts as the sole Portfolio Manager, developing tailored investment strategies based on client goals and risk tolerance. Investment analysis methods include charting, fundamental analysis, technical analysis, and cyclical analysis. The firm offers various investment strategies, including a Core Strategy, Core Plus Strategy, and Private Equity Strategy, each tailored to meet specific client objectives. Clients are encouraged to meet semi-annually to review their accounts and investment strategies. Waterway Wealth Management does not compensate for client referrals and has no disciplinary actions against the firm or its employees. The firm upholds a Code of Ethics, ensuring client interests come first and prohibiting the misuse of nonpublic information. Clients receive regular account statements and transaction confirmations, with reports provided electronically. The firm does not have financial conditions that would impair its ability to meet client commitments.