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Breakwater Capital
Kalamazoo, Michigan
Breakwater Capital, based in Kalamazoo, MI, is a small investment advisory firm specializing in providing comprehensive financial services to a diverse clientele. With two dedicated employees, they offer personalized investment advisory services tailored to individual needs. Each investment advisor at Breakwater Capital manages an average of $50,220,000 in assets, aligning with the industry average.
With over 40 individual clients, Breakwater Capital oversees a substantial $114,502,000 in assets under management. The firm primarily serves high net worth individuals, with a majority of the assets they manage belonging to this demo...see more
Assets Under Mgmt
$114.5M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
Reviews for Breakwater Capital
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