Headwaters Financial Planning provides investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services covering topics like retirement, cash flow, risk management, and estate planning. HFP also provides limited scope fiduciary services to qualified retirement plans.
Assets Under Management$900K
Clients8
Advisors1
Avg. per Client$110K
Avg. per Advisor$900K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.3M | 1.00% |
| $1.3M - $2.5M | 0.90% |
| $2.5M+ | 0.80% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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