Headwaters Capital Management provides investment advice, focusing on small and mid-capitalization stocks and exchange-traded funds. They invest in industry-leading companies with sustainable advantages, aiming for long-term revenue and earnings growth. Headwaters Capital uses the same investment strategy for all clients, creating a concentrated portfolio. Clients may not impose restrictions on certain securities or types.
Assets Under Management$12M
Clients38
Advisors1
Avg. per Client$310K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Annual management fee is 1.25% for non-qualified clients and 0.75% for qualified clients. Some clients may also pay a performance-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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