Are your fees aligned with your objectives?

Waddell & Associates maintains a transparent approach to investing.

Waddell & Associates maintains a transparent approach to investing.

  • We do not accept commissions, nor do we make money on transaction activity.
  • We build our wealth the same way we do for our clients.
  • We are invested in the same vehicles as our clients.
  • We have no hidden agendas.
  • We do not sell “products.”

Our fees are disclosed, levied on asset value and entitle you to unlimited access to our intellectual capital.