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Janet Miyoko Sasaki

Headwater Investment Consulting,inc.
3 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Headwater Investment Consulting,inc.
Compensation
Fee-Only (AUM)
Firm Size
6 advisors
Number of Clients
570 clients
Average Client Portfolio
$818K average
Assets Under Management
$466.3M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.75%

Fee is negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

408 SE 1st St., Mcminnville, OR, 97128

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Headwater Investment Consulting,inc.
October 2022 - Present · 3 yrs 4 mos
State Registrations2 states
ORTX
Advisor
Exams
No exam information available for this advisor.