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FULL-SERVICE FINANCIAL PLANNING

Complete Financial Planning & Investment Management.

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.






Want to Learn More?

Book a Free 15 Minute Call



What's Included?



Comprehensive financial plan

At least two in-person 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

Unlimited emails/calls

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.)


PRICING

Assets Under ManagementFlat Fee
$0 - $500,0001.30%
$500,000 - $1,000,0001.25%
$1,000,001 - $2,000,0001.10%
$2,000,001 - $5,000,0001.00%
$5,000,000 +0.75%

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.

Table of Fees for Services