Breakwater Asset Management (BAM) manages investment portfolios and provides financial planning advice. BAM works with clients to determine their investment goals and risk tolerance, then allocates their portfolio into various investment strategies. BAM also offers comprehensive financial planning services, covering areas like education, tax, retirement, and estate planning. Implementation of financial plan recommendations is entirely at the client’s discretion.
Assets Under Management$13M
Clients31
Advisors1
Avg. per Client$400K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Investment Management fees are subject to negotiation. Accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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