Breakwater Investment Management offers investment advisory and financial planning services to individuals, high net worth individuals, qualified retirement plans, trusts, businesses, and non-profit organizations. Breakwater works with clients to determine their investment objectives and risk profile, allocating portfolios accordingly. Financial planning services cover areas like college, retirement, and cash flow analysis. Breakwater manages client accounts by implementing model portfolios that are intended to align with varying degrees of client risk tolerance.
Assets Under Management$250M
Clients157
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$130M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees on assets in excess of $5,000,000 are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...