Assets Under Management

$384.2M

Number of Clients

382

Number of Advisors

11

Average Client AUM

$1.0M

AUM per Advisor

$34.9M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Blue Water Wealth offers financial planning services (comprehensive or one-time) and discretionary investment management through its Coordinated Asset Management Program (CAMP). CAMP focuses on Sustainable, Responsible & Impact (SRI) investing. They may recommend third-party money managers (TPMMs). Services are tailored to individual client needs.

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $10.0M0.75%
$10M+0.50%

Fees may be reduced or eliminated for specific holdings or insurance products. An additional fee of up to 0.25% per annum may be charged for Curated Management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingSocially Responsible InvestingHigh Net Worth
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Location

6600 SW 92nd Avenue, Suite 100, Portland, OR, 97223

11 Advisors at this firm