Assets Under Management
$466.3M
Number of Clients
570
Number of Advisors
6
Average Client AUM
$818K
AUM per Advisor
$77.7M
Compensation
Fee-Only (AUM)
Headwater Investment Consulting, Inc. provides fee-only investment management services to clients. They use broadly diversified portfolios and a systematic strategy to manage investments. Client input is critical to the implementation of investment decisions. They continuously monitor investments and provide advice related to ongoing financial and investment needs.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.75% |
Fee is negotiable.
408 SE 1st St., Mcminnville, OR, 97128