Shearwater Capital offers investment management, comprehensive financial planning, and investment supervisory services. They focus on broad global diversification, tax efficiency, and low fees, using a scientific approach to investing. Shearwater Capital creates a tailored Investment Policy Statement for each client, reviewed annually, and can transition clients from existing portfolios. They do not provide legal or accounting advice.
Assets Under Management$350M
Clients178
Advisors4
Avg. per Client$2M
Avg. per Advisor$87M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.55% |
| $1.0M - $2.5M | 0.45% |
| $2.5M - $5.0M | 0.35% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees may be negotiable. Some clients with larger accounts may have assets invested in separately managed accounts managed by a sub-advisor. This sub-advisor charges a separate fee of 0.23% annually, paid quarterly. This fee is in addition to the investment management fee charged by Shearwater Capital.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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