Watershed Private Wealth provides ongoing portfolio management based on your goals and risk tolerance. They create a portfolio allocation designed to match your specific situation. They also offer financial planning services covering cash flow, taxes, estate planning, education funding, retirement, and insurance. Watershed uses model portfolios developed by other registered investment advisors.
Assets Under Management$410M
Clients144
Advisors3
Avg. per Client$2.9M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Some models are subject to a separate fee charged by the model manager. These additional fees will range from 0.15% to 0.85% and will only apply to the portion of the portfolio invested in the model.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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