Watershed Wealth Management provides personalized financial services to individuals, high-net-worth individuals, and employer-sponsored retirement plans. Services include investment management, financial planning, and retirement plan consulting, all delivered under a legally required to act in your best interest standard. Watershed may refer clients to third-party professionals but does not maintain exclusive relationships.
Assets Under Management$15M
Clients66
Advisors1
Avg. per Client$220K
Avg. per Advisor$15M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee. Fees are negotiable at Watershed's discretion. Minimum annual fee of $1,000 for individual clients and $1,500 for family households.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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