Advisor-Managed Accounts
Connect With Our Experts
You lead the relationship. We make generosity simple.
As a trusted financial advisor, your clients look to you for strategy, clarity, and confidence. At WatersEdge, we come alongside your expertise—not to replace it, but to strengthen it. Together, we make generosity simple, effective, and aligned with the values your clients care about most.
CONFIDENCE FOR YOUR CLIENTS
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The satisfaction of supporting ministries They love.
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Shared Christian values with no concerns about denied grants to ministries.
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Attractive size-based fees that support like-minded ministries.
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The ability to advise on investments and timing of distributions.
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Continued relationship with their trusted advisor.
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24/7 online access and dashboards.
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Fast, streamlined contributions and grantmaking.
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Exceptional customer service at every step.
EFFICIENCY FOR YOUR PRACTICE
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The satisfaction of helping clients meet their charitable goals.
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Charitable receipts handled for you.
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Continued compensation for investment management.
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Ongoing ability to consult with client on investment strategy.
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Direct access to our experienced, responsive service team.
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Automated reporting for you and your client.
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Visibility into contributions and grantmaking via our portal.
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Potential referral opportunities through the WatersEdge advisor network.
GETTING STARTED IS EASY
CREATE ACCOUNT
Your client creates a Donor Advised Fund at watersedge.com/DAF or contacts our gift team to create another type of account.
ACCOUNT OPENED
WatersEdge opens a WatersEdge-owned account with you, their chosen financial advisor.
tRANSFER ASSETS
Your client instructs you to transfer assets into the new account.
DETERMINE STRATEGY
You and your client determine the investment strategy.
ALLOCATE ASSETS
Your client communicates that strategy to WatersEdge.
ONLINE PORTAL
You and your client receive access to the online portal for contributions, account details, and grantmaking.
RECEIPTS HANDLED
WatersEdge issues charitable receipts and quarterly statements.
Our goal is to make charitable planning as effortless and rewarding as possible— for both you and the clients you serve. To ensure every account receives the level of service, stewardship, and expertise WatersEdge is known for, we maintain straightforward minimums and transparent, tiered pricing.
MINIMUM FUNDING REQUIREMENTS
To open an Advisor-Managed Donor Advised Fund, Single Charity Fund, or Charitable Remainder Trust, the suggested minimum initial balance is:
$100,000
Go Deeper
Investment Options
All investments are socially screened and there are prohibitive restrictions placed on investments in alcohol, tobacco, cannabis, pornography, gaming, abortion, embryonic stem cell research, payday loan practices, human trafficking, and forced child labor.
You have the option to diversify your investments in the following:
MARKET INVESTMENTS
Global Equity Pool
The Global Equity Pool is a globally diversified equity fund investing across market capitalizations and geographies, including large- and small-cap companies in the U.S., developed international markets, and emerging economies.
Fixed Income Pool
The Fixed Income Pool provides capital preservation and income from a diversified portfolio of income-oriented assets, including loans made to Churches.
CASH
Institutional Cash Fund
The Institutional Cash Fund is designed as a money-market investment vehicle.
Fee Structure
Our tiered pricing is designed to be competitive, predictable, and aligned with account size—providing exceptional value while ensuring the administrative and charitable support your clients expect.
- Donor Advised Fund & Single Charity Fund Management
- First $250,000: 0.75%
- Next $250,000: 0.60%
- Next $500,000: 0.35%
- Over $1,000,000: 0.20%
- Charitable Remainder, Revocable, & Irrevocable Trust Management
- First $500,000: 1.20%
- Amount Over $500,000: 1.10%
