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CFP
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CFP

Kevin Deangelis

Breakwater Investment Management
9 Years of Experience
Seattle, WA
View SEC Summary
View SEC Summary

Kevin Deangelis is a CFP-designated registered investment advisor at Breakwater Investment Management, based in Seattle, WA, with 9 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 152 clients with $300M in assets under management.

Breakwater Investment Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
152 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$302.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.85%
$5M+0.85%

Fees for assets in excess of $5,000,000 are negotiable. All fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

2033 Sixth Avenue, #1010, Seattle, WA, 98121

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History

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.

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Employment History
Current Registrations
Breakwater Investment Management
April 2026 - Present · 6 mos
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
March 2020 - December 2025 · 5 yrs 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
March 2020 - December 2025 · 5 yrs 9 mos
Thrivent Investment Management INC.
August 2019 - February 2020 · 6 mos
Thrivent Investment Management INC.Broker
August 2019 - February 2020 · 6 mos
Ameriprise Financial Services, INC.Broker
February 2019 - August 2019 · 6 mos
Ameriprise Financial Services, INC.
February 2019 - August 2019 · 6 mos
Ameriprise Financial Services, INC.Broker
September 2017 - May 2018 · 8 mos
MML Investors Services, LLCBroker
March 2017 - August 2017 · 5 mos
Msi Financial Services, INC.Broker
October 2015 - March 2017 · 1 yr 5 mos
AXA Advisors, LLCBroker
September 2015 - September 2015 · 0 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.
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