Blue Water Capital Management (BWCM) provides ongoing portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. BWCM reviews a client's current financial situation and creates a plan to select a suitable portfolio. BWCM may use ByAllAccounts and Pontera to manage held away assets. BWCM also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$160M
Clients106
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$80M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.80% |
| $2.0M - $4.0M | 0.60% |
| $4.0M - $8.0M | 0.40% |
| $8M+ | 0.20% |
Households with a total investment portfolio of less than $1.25 million may be subject to a minimum balance fee that is higher than the rates in the above fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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