David Ream is a registered investment advisor at Blue Water Wealth, based in Seattle, WA, with 18 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 404 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
In circumstances where Blue Water Wealth determines in its sole discretion that a client’s portfolio management, information, and/or reporting needs exceed its ordinary CAMP program service level (“Curated Management”), your CAMP account may be subject to an additional fee of up to 0.25% per annum from the annualized rates set forth in the fee schedule above.
Fee Estimator
Location
701 N 36th Street, Suite 310, Seattle, WA, 98103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Blue Water Wealth
Previous Registrations
Cetera Advisor Networks LLCBroker
State Registrations3 states
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