Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WaterRock offers asset-based and performance-based fees for discretionary portfolio management. Asset-based fees are a percentage of the account's market value, while performance-based fees are for qualified investors and based on a high-water mark. Financial planning services are charged hourly or at a flat rate. Fees may be discounted or negotiated at the discretion of the principal. The brochure lists fee ranges, indicating that fees are variable within those ranges.
Areas of Practice
Advisor Information
Office location
29 148th Ave Se, Bellevue, WA, 98007
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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
Adam has several outside business activities, including Droker Financial LLC, Stigmare, The Vertigo Group LLC, SPAMPROS LLC, DROVY LLC, rental property ownership, President of Bellevue Kiwanis Club, Umpire for softball and little league, and BellEast Little League Director of Fundraising. These activities range from minimal time commitment to about a quarter of Adam's time.