Great Waters Financial offers investment management and financial planning services. Investment management is offered on a tiered service schedule based on assets. Financial planning is available on a stand-alone basis. They may recommend other professionals, including their own representatives as licensed insurance agents. Great Waters Financial may use AI tools to assist with investment advisory services.
Assets Under Management$1.2B
Clients1,627
Advisors23
Avg. per Client$760K
Avg. per Advisor$54M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Fees negotiable for accounts above $10,000,000. Fee for managing assets allocated to fee-only annuities will be 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
23 Advisors at this firm
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