Watershed Private Wealth is a registered investment advisor based in Oak Brook, Illinois, offering ongoing portfolio management and financial planning services. The firm builds customized investment portfolios aligned with each client's goals, time horizon, and risk tolerance, using discretionary authority to handle day-to-day trading and asset selection. Watershed Private Wealth partners with GeoWealth Management to handle back-office operations and utilizes model portfolios from third-party managers like BlackRock. In addition to managing investments, the firm provides comprehensive financial consulting covering cash flow, taxes, estate planning, education funding, retirement, and insurance. Watershed Private Wealth primarily serves individuals, pension and profit-sharing plans, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are generally negotiable. Financial planning fees are waived for portfolio management clients.