James Corbeau is a CFP-designated registered investment advisor at Springwater Wealth Management, LLC, based in Lake Oswego, OR, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 119 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.65% |
| $4.0M - $6.0M | 0.50% |
| $6M+ | 0.30% |
For portfolio value below $500,000 Springwater may charge a flat rate of $4,000 per year. 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
Contact
James Corbeau
Location
5335 Meadows Road, Suite 240, Lake Oswego, OR, 97035
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Regulatory History
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
Previous Registrations
Vista Pension Advisors, LLC
Maas Capital Advisors, LLC
Maas Capital Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams