Blue Water Wealth provides comprehensive financial planning and ongoing discretionary portfolio management to individuals, families, and high net worth clients. The firm specializes in sustainable, responsible, and impact investing, seeking to align portfolios with environmental, social, and governance factors. Advisory services include retirement planning, multi-generational planning, tax-aware strategies, estate planning, and portfolio oversight through its Coordinated Asset Management Program. Clients can choose standalone financial planning, ongoing holistic planning, or full investment management. Blue Water Wealth operates as a registered investment advisor with offices in Oregon and Washington, managing portfolios through independent custodians.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Curated management accounts may be subject to an additional fee of up to 0.25% per annum. Fees are negotiable on an individual basis.