Blue Water Wealth
Assets Under Management
$384.2M
Number of Clients
382
Number of Advisors
11
Average Client AUM
$1.0M
AUM per Advisor
$34.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Blue Water Wealth, Inc. provides financial planning and discretionary asset management services (Coordinated Asset Management Program - CAMP). Financial planning covers retirement, goal funding, protection, asset allocation, estate planning, and more. CAMP focuses on SRI investing and may include third-party money managers. Services are tailored to client needs with potential investment restrictions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be reduced or eliminated for certain holdings. Curated Management may incur an additional fee of up to 0.25% per annum.
Fee Estimator
Financial planning fees range from $2,000 to $20,000 per engagement, determined by complexity. CAMP (asset management) fees are based on a percentage of assets managed (see table). These fees are deducted monthly from your account. Clients also pay internal fees on investments like mutual funds and custodial/brokerage fees. Fees may be negotiable based on factors like asset level or prior advisor relationships.
Areas of Practice
Location
6600 SW 92nd Avenue, Suite 100, Portland, OR, 97223