WaterRock Global Asset Management offers investment advice tailored to your needs, including portfolio management with stocks, bonds, options, mutual funds, and exchange traded funds. Clients can select passively or actively managed investment strategies. WaterRock also provides financial planning services, including collecting financial data, developing financial statements, and analyzing estate and income taxes. WaterRock monitors portfolio performance and rebalances as needed.
Assets Under Management$64M
Clients154
Advisors3
Avg. per Client$410K
Avg. per Advisor$21M
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Fee Structure
Investment management only (planning not offered)
WaterRock Global Asset Management offers discretionary portfolio management with two fee structures:
- Asset-based fees: A percentage of your portfolio's value. The maximum fee is 1.50% for accounts under $5 million and 1.00% for accounts over $5 million. Actual fees depend on your needs, the amount of work required, and the portfolio model selected.
- Performance-based fees: Available only to qualified investors. Includes a percentage of your portfolio's value and a percentage of capital gains. The asset-based fee ranges from 0% to 1.50% for accounts under $5 million and 0% to 1.00% for accounts over $5 million. The performance-based fee is up to 20% of net profit. This option is not available to clients based in Arizona.
Fees may be discounted or negotiated at the discretion of the principal. Trading fees may be rebated for some clients.
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