Blue Water Wealth offers financial planning and investment management services to individuals and high-net-worth individuals. Financial planning can be comprehensive or one-time. Investment management, called the Coordinated Asset Management Program (CAMP), is a discretionary service where Blue Water Wealth manages your investments, potentially using third-party money managers. The firm focuses on Sustainable, Responsible & Impact (SRI) investing.
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% |
In circumstances where Blue Water Wealth determines in its sole discretion that a client’s portfolio management, information, and/or reporting needs exceed its ordinary CAMP program service level (“Curated Management”), your CAMP account may be subject to an additional fee of up to 0.25% per annum from the annualized rates set forth in the fee schedule above.