Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.40% |
Fee Estimator
Springwater charges fees for financial planning, investment management, and wealth management. Financial planning fees range from $5,000 to $10,000 for an initial plan. Investment management and wealth management fees are based on a percentage of assets under management, with minimum annual fees of $4,000 (for portfolios below $500,000) and $9,000 (for portfolios below $1,000,000), respectively. New wealth management clients generally pay a one-time flat fee of $5,000 to $10,000 for their initial financial plan and investment strategy.
Areas of Practice
Advisor Information
Office location
5335 Meadows Road, Suite 240, Lake Oswego, OR, 97035
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James Louis CorbeauRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is the president of Raven Wealth Management, Inc., where he provides financial planning and investment advice. This activity takes nearly full-time hours.
Employment History
Current Registrations
Springwater Wealth Management, LLC
Previous Registrations
Vista Pension Advisors, LLC
Maas Capital Advisors, LLC
Maas Capital Advisors, LLC
State Registrations2 states
Exams