Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
119 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$169.3M
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.01% |
| $2.0M - $4.0M | 0.01% |
| $4.0M - $6.0M | 0.01% |
| $6M+ | 0.00% |
Springwater may charge a lesser investment advisory fee, charge a flat fee, waive its fee entirely, or charge fee on a different interval, based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
James Louis Corbeau
Location
5335 Meadows Road, Suite 240, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is the president of Raven Wealth Management, Inc., where he provides financial planning and investment advice. This activity takes nearly full-time hours.
Employment History
Current Registrations
Springwater Wealth Management, LLC
June 2013 - Present · 12 yrs 8 mos
Previous Registrations
Vista Pension Advisors, LLC
April 2009 - February 2011 · 1 yr 10 mos
Maas Capital Advisors, LLC
May 2002 - March 2002 · 0 mos
Maas Capital Advisors, LLC
May 2002 - December 2013 · 11 yrs 7 mos
State Registrations2 states
CAOR
Advisor
Exams
No exam information available for this advisor.
Contact
James Louis Corbeau