Overview
- Headquarters
- Needham, MA
- Total Firm Assets
- $128 million
- Average High-Net-Worth Client Portfolio Size
- $3.0 million
Fee Disclosure
Source: BREAKWATER ADV PART 2A (2026-07-13) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.50% – 1.50% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $15,000 | 1.50% |
| $5 million | $75,000 | 1.50% |
| $10 million | $150,000 | 1.50% |
| $50 million | $750,000 | 1.50% |
| $100 million | $1,500,000 | 1.50% |
Estimates use the upper end of the disclosed range. Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 90.58%
- Number of High-Net-Worth Clients
- 39
- Total Client Accounts
- 281
- Discretionary Accounts
- 281
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 282401
- BREAKWATER ADV PART 2A (2026-07-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗