Watershed Wealth Planning (WWP) offers financial planning and investment advice to individuals and high-net-worth individuals. WWP provides comprehensive financial planning, including retirement planning, college savings, and estate planning. For investment advisory services, WWP uses third-party money managers. WWP is a fee-only advisor, meaning it only receives compensation from clients and does not sell investment or insurance products.
Assets Under Management$29M
Clients39
Advisors1
Avg. per Client$740K
Avg. per Advisor$29M
Fee Structure
Minimum Investment:None
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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
For Comprehensive True Wealth Planning Members who pay a monthly planning fee, the maximum annual fee charged is 0.50% of the assets under management. The above fee schedule does not include the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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