Waycross Investment Management Co
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$179,027,775
This total excludes 14 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
146
34% high-net worth
Advisors
4
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
LowAverage 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
$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
Up to $250 per hour for non-discretionary portfolio reviews and analysis
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
Waycross Investment Management Co has reported serving >5 clients in these states in the last 12 months.
Louisiana · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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