Sarah Pierce is a registered investment advisor at Watershed Private Wealth, based in Oak Brook, IL, with 16 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 144 clients with $410M 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 $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable. Financial planning fees are waived for portfolio management clients.
Fee Estimator
Location
1415 West. 22nd Street, Suite 550, Oak Brook, IL, 60523
Get directionsHistory
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 →Employment History
Current Registrations
Watershed Private Wealth
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services,llc
Creative Planning
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Portfolio Brokerage Services, INC.Broker
State Registrations1 state
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
More Advisors
- Joshi Koneru, CFPWatershed Private Wealth
- Brendan MoodyWatershed Private Wealth
- Frank Kautzky, ChFCChicago Oakbrook Financial Group
- Jeremy Schares, CFPWaverly Advisors, LLC
- Andrew Powers, CFPLPL Financial LLC
- Sean Nash, CFPCreative Planning