Watershed Wealth Planning offers ongoing financial planning, modular consulting projects, and investment management. Founded in 2016 and based in Portland, Oregon, the registered investment advisor builds tailored investment strategies utilizing passive institutional funds, index mutual funds, exchange-traded funds, and third-party managers. The firm focuses on goal-based planning covering cash flow, retirement, tax strategies, estate planning, and employee benefits. Watershed Wealth Planning operates on a fee-only model and does not sell insurance or investment products for commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Schedule applies to clients who do not pay a separate monthly financial planning fee. For clients who pay a monthly planning fee, investment management is typically included or capped at a maximum annual fee of 0.50%.
