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Breakwater Financial, LLC

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Full-Service Financial Planning

Complete Financial Planning & Investment Management.

Q. Who’s it for?

A. You want a partner who is there to help guide you in every aspect of your financial life. You may have recently lost a spouse, or went through a divorce, or are close to retirement. In any case, you want a strong advocate, supporter, and fiduciary that will deliver to you the highest level of financial expertise, in a kind, educational, and empathetic manner.

Want to Learn More?

Book a free 15 minute call

What’s Included?

 

Comprehensive financial plan

At least two in-person meetings to start our relationship

Regular six-month review meeting

Investment Management Included

Personal Financial Website

Referrals to other professionals within our extensive network

Dedicated service model

Unlimited emails/calls

Secure Cloud File Storage

Annual Meetings at your desired location

Meetings with your children as needed

Meetings with your other professional advisors as needed (CPA / Attorney / Insurance Advisors, etc.)

Pricing

 

Assets Under Management

Flat Fee

$0 - $500,000

1.30%

$500,001 - $1,000,000

1.25%

$1,000,001 - $2,000,000

1.10%

$2,000,001 + $5,000,000

1.00%

$5,000,001 +

0.75%

The minimum annual fee for our full-service offering is $5,000 per year. Fee schedules do not include internal fund fees, outside manager fees (if applicable), or any non-trading related transaction costs.

The above fee schedule applies to new clients of Breakwater Financial, LLC and is subject to negotiation.

Table of Fees for Services

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  2. What We Do
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Full-Service Financial Planning

What We Do

  • Hourly Financial Planning
  • Monthly Fixed Fee Financial Planning
  • Full-Service Financial Planning

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: 617-849-8019
Fax: 617-849-8023

Email: info@breakwaterfinancial.com

117 Kendrick Street, Suite 300 Needham, MA 02494-2724

 
     

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