Bluewater Wealth Advisors (BWA) provides financial planning, consulting, and investment management services. BWA manages investment portfolios and offers advice on various investments, including mutual funds, ETFs, and individual securities. BWA works with individuals, high net worth individuals, trusts, estates, and businesses. BWA's investment committee uses a top-down approach, analyzing economic and market conditions to create suitable asset allocations for clients.
Assets Under Management$97M
Clients20
Advisors3
Avg. per Client$4.9M
Avg. per Advisor$32M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
BWA can negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...