Breakwater Wealth offers customized investment advice to individuals and high net worth individuals. Services include financial planning, covering areas like retirement, education, and insurance, and investment management, primarily using exchange-traded funds. Breakwater Wealth acts as a fiduciary, committed to acting in the client's best interest and mitigating conflicts of interest.
Assets Under Management$28M
Clients49
Advisors1
Avg. per Client$570K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.45% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for assets over $1,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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