Breakwater Capital Group offers investment advice to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Their services include financial planning, wealth management, consulting, and selecting other advisors. Financial planning covers various aspects of a client's financial situation. Wealth management provides ongoing financial planning and investment management. Consulting offers advice on specific topics.
Assets Under Management$840M
Clients314
Advisors4
Avg. per Client$2.7M
Avg. per Advisor$210M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees, account minimums and payment terms are negotiable depending on client’s unique situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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