Breakwater Capital, owned by Ross Pollard, provides financial planning and investment management services. Financial planning covers goal setting, retirement, estate planning, insurance, and philanthropic giving. Investment management is offered on a discretionary basis, primarily using mutual funds and exchange-traded funds. Breakwater tailors its services to individual client needs, considering risk tolerance and time horizon.
Assets Under Management$140M
Clients134
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$71M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Breakwater may negotiate a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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