Breakwater Investment Group manages investment portfolios based on client goals. They offer investment consulting services on assets not managed by Breakwater, including advice on existing portfolios and financial literacy. Breakwater also provides investment management for retirement plan participants and plan sponsors, acting as a fiduciary under federal retirement plan rules.
Assets Under Management$62M
Clients16
Advisors2
Avg. per Client$3.9M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.50% |
| $15.0M - $30.0M | 0.25% |
| $30M+ | 0.15% |
All fees are subject to negotiation. Fees will not exceed an annual rate of 2% of the client’s supervised assets.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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