Headwater Investment Consulting provides investment management services to clients. Headwater uses broadly diversified portfolios and a systematic strategy to manage investments. Headwater generally has authority to make trades without asking clients first. Advice is tailored to the client's objectives. Headwater's investment recommendations generally include mutual funds and exchange traded funds. Headwater is compensated only by its clients.
Assets Under Management$470M
Clients570
Advisors5
Avg. per Client$820K
Avg. per Advisor$93M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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