Headwater Investment Consulting,inc.
Assets Under Management
$466.3M
Number of Clients
570
Number of Advisors
6
Average Client AUM
$818K
AUM per Advisor
$77.7M
Compensation
Fee-Only (AUM)
About This Firm
Headwater Investment Consulting, Inc. is an independent SEC registered investment advisory firm. They provide fee-only investment management services driven by each client’s individual financial goals, using broadly diversified portfolios and a systematic strategy. They follow strict fiduciary standards.
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
Location
408 SE 1st St., Mcminnville, OR, 97128