Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.75% |
Fee is negotiable.
Fee Estimator
Headwater's standard advisory fee is 0.75% annually on all assets under management, although this fee is negotiable. Fees are billed quarterly in arrears, based on the average market value of the client’s account during the billing period. Clients also pay brokerage transaction costs and other charges directly to the custodian. There is no mention of a minimum account size or minimum fee.
Areas of Practice
Advisor Information
Office location
408 SE 1st St., Mcminnville, OR, 97128
Get directionsRegulatory 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
Scott is a board member at First Federal Savings and Loan, a pro tem instructor at the University of Oregon, and the managing partner of Headwater Properties, LLC. He is also an adjunct professor of finance at Linfield University, dedicating about 10-20% of his time to this role.