B. Water Investments provides investment advice and portfolio management services. They evaluate your risk tolerance and financial situation to tailor their advice. They offer three investment strategies: Management/Rebalancing, Active Financial Management, and Performance-Based (for qualified clients). B. Water Investments also offers financial planning and consulting services on various financial topics. They primarily use technical analysis and Waconomics, analyzing the relationship between water and the markets.
Fee Structure
B. Water Investments offers three investment strategies. The annual fee for portfolio management varies: 1.5% for the Management/Rebalancing strategy and 2% for the Capital Preservation strategy. Fees are negotiable. Qualified clients with a high-risk tolerance can select a performance-based management strategy. The performance-based fee is 20% of the annualized return assessed quarterly. There is a minimum of $500,000 to open and maintain an advisory account, and $1,100,000 for performance-based accounts.