Three Waters Financial offers financial planning and portfolio management services. Financial planning includes customized advice covering income, debt, insurance, tax, retirement, and estate planning. Portfolio management involves managing investments with the authority to make trades without asking you first. Three Waters Financial tailors investment strategies to your age, goals, and risk tolerance, rebalancing regularly.
Assets Under Management$31M
Clients12
Advisors1
Avg. per Client$2.5M
Avg. per Advisor$31M
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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Clients may negotiate a flat fee instead of AUM fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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