How does BREAKWATER MANAGEMENT, LP help clients – Key Takeaways:
BREAKWATER MANAGEMENT, LP is a leading financial advisory firm that specializes in providing expert financial services to its clients. The firm works with a team of highly skilled and experienced financial experts who are committed to helping clients achieve their financial goals. Here are some key takeaways on how BREAKWATER MANAGEMENT, LP helps its clients:
- Offers personalized and comprehensive financial planning
- Utilizes a holistic approach to help clients achieve their financial goals
- Offers a wide range of financial services to meet the specific needs of each client
- Provides ongoing support and guidance to help clients make informed financial decisions
Facts and Insights
Founded in 2004, BREAKWATER MANAGEMENT, LP has been providing top-notch financial advisory services for over 15 years. The firm has a team of over 50 financial advisors who collectively manage over $5 billion in assets under management. The firm takes a client-centric approach in everything it does, ensuring that each client receives tailored financial solutions that align with their unique goals and needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $5 billion | Over 50 | 15+ years |
Financial Services Offered
BREAKWATER MANAGEMENT, LP offers a wide range of financial services to help clients achieve their financial goals. Some of the services offered include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
Client Types
BREAKWATER MANAGEMENT, LP serves a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals and executives
- Retirees
- Corporations and institutions
Fees & Compensation
As a fee-only financial advisory firm, BREAKWATER MANAGEMENT, LP charges a percentage of the assets they manage as the only form of compensation. This ensures that their interests are fully aligned with their clients’ and they are not influenced by commissions or sales incentives.
Background
The team at BREAKWATER MANAGEMENT, LP is dedicated to providing exceptional service and personalized financial solutions to their clients. Led by a team of experienced financial experts, the firm has a proven track record of helping clients achieve their financial goals and build long-term wealth.
Financial Advisor Disclosures to Know
Clients should be aware of the following disclosures for BREAKWATER MANAGEMENT, LP:
- The firm is a registered investment advisor with the U.S. Securities and Exchange Commission (SEC)
- There have been no legal or disciplinary actions against the firm or its employees in the past 10 years
- The firm may have conflicts of interest due to its ownership structure or compensation arrangements