Courtney Truss is a registered investment advisor at Bluewater Wealth Advisors, LLC, based in Vestavia Hills, AL, with 1 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 20 clients with $97M 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 $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
BWA can negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
4553 Pine Tree Circle, Suite 220, Vestavia Hills, AL, 35243
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bluewater Wealth Advisors, LLC
State Registrations1 state
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