Waycross Investment Management Co logo

Waycross Investment Management Co

Updated today

Client assets under management

$179,027,775

Clients

146

34% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

37

Low

Average account size

$1,226,218

About

The firm provides discretionary investment management and related financial and retirement planning to individual clients, including high‑net‑worth households, and also offers non‑discretionary 401(k) advisory services. It documents each engagement with an Investment Policy Statement and makes standalone portfolio review and analysis available on an hourly basis for clients who do not retain ongoing management.

Investment decisions are driven by fundamental analysis supported by external research providers and an emphasis on diversified allocations across stocks, bonds, mutual funds, ETFs, commodity funds, REITs and master limited partnership funds; the firm generally limits individual equity purchases to companies with market capitalizations above $1 billion. Portfolios are managed within target allocation ranges, monitored monthly for sector concentration and bond credit quality, and the firm considers tax implications when managing taxable accounts.

Distinctive features include principals with advanced economics training and ongoing academic and consulting roles that inform the firm’s economic research and client reporting. The firm manages its assets entirely on a discretionary basis, provides planning services to managed clients at no additional charge, and states it does not accept soft‑dollar research or products from custodians while encouraging use of a lead custodian that provides direct account data connectivity.

Client services

Financial planning Portfolio management

Expertise

General retirement planning

Fee options

Percentage

$0 - $1 million: 1% of assets $1 million - $3 million: 1% of first million + 0.75% of value over $1 million $3 million - $5 million: 1% of first million + 0.75% of value from $1 million to $3 million + 0.70% of value between $3 million and $5 million $5 million+: 1% of first million + 0.75% of value from $1 million to $3 million + 0.70% of value between $3 million and $5 million + 0.60% of value above $5 million

Project-based

Up to $250 per hour for non-discretionary portfolio reviews and analysis

Other

Account minimum: $250,000 Minimum fee: Minimum annual fee of $2,500 for 401(k) investment advisory plans

Main office location

Waycross Investment Management Co

119 N Commercial St, Ste 191

Bellingham WA 98225, United States

Number of offices

1

Most active in

Louisiana · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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