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?
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
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.
Phone: 617-849-8019
Fax: 617-849-8023
Email: info@breakwaterfinancial.com
117 Kendrick Street, Suite 300 Needham, MA 02494-2724
