Q. Who’s it for?
A. You want a partner who is there to help guide you in every aspect of your financial life. You may have recently lost a spouse, or went through a divorce, or are close to retirement. In any case, you want a strong advocate, supporter, and fiduciary that will deliver to you the highest level of financial expertise, in a kind, educational, and empathetic manner.
Comprehensive financial plan
At least two meetings to start our relationship
Regular six-month review meeting
Investment Management Included
Personal Financial Website
Referrals to other professionals within our extensive network
Dedicated service model
Secure Cloud File Storage
Annual Meetings at your desired location
Meetings with your children as needed
Meetings with your other professional advisors as needed (CPA / Attorney / Insurance Advisors, etc.)
|Assets Under Management||Flat Fee|
|$0 - $500,000||1.30%|
|$500,000 - $1,000,000||1.25%|
|$1,000,001 - $2,000,000||1.10%|
|$2,000,001 - $5,000,000||1.00%|
The minimum annual fee for our full-service offering is $5,000 per year. Fee schedules do not include internal fund fees, outside manager fees (if applicable), or any non-trading related transaction costs.
The above fee schedule applies to new clients of Breakwater Financial, LLC and is subject to negotiation.