Water Street Wealth Management offers investment advisory and financial planning services. Wealth management includes investment management, consulting, and financial planning covering retirement, cash flow, tax, insurance, estate, and college savings. Investment portfolios are designed around low-cost, diversified mutual funds and ETFs. Financial planning services are also offered separately and may include a written financial plan or advice on specific areas.
Assets Under Management$45M
Clients96
Advisors1
Avg. per Client$470K
Avg. per Advisor$45M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees above $3,000,000 are negotiable. The fee schedule reflects a “cliff” fee schedule, such that all client assets under Water Street’s management are billed pursuant to the corresponding fee once a particular breakpoint is reached.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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