Watercolor Financial offers investment management services with discretionary authority, financial planning, consulting, and retirement advisory services. Investment portfolios are designed to balance risk and return requirements using a strategic asset allocation approach with diversified mutual funds and exchange-traded funds. Financial planning services are generally complimentary for investment management clients, except for complex situations. Watercolor Financial also offers retirement plan advisory services to employer plan sponsors.
Assets Under Management$180M
Clients142
Advisors3
Avg. per Client$1.3M
Avg. per Advisor$62M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $4.0M | 0.90% |
| $4.0M - $6.0M | 0.80% |
| $6.0M - $8.0M | 0.70% |
| $8.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees are negotiable for accounts of $10,000,000 and up.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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