Waterrock Global Asset Management
Assets Under Management
$63.7M
Number of Clients
154
Number of Advisors
3
Average Client AUM
$414K
AUM per Advisor
$21.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
WaterRock Global Asset Management offers tailored investment advice, including portfolio management with stocks, bonds, options, mutual funds, and ETFs. They provide financial planning services, including wealth management, estate, and tax analysis. Investment strategies are customized based on client objectives and risk tolerance.
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
Location
29 148th Ave Se, Bellevue, WA, 98007