B. Water Investments

RIAState Registered

Total AUM

$5.2M

Discretionary

$5.2M

100% of AUM

Avg account

$181K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 315634
Website: bewaterinvestments.com
Custodians: INTERACTIVE BROKERS LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Performance Based Fees
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsMarket Timing Services

Firm profile

FINTRX

Overview

B. Water Investments is an independent, individually owned RIA organized as a limited liability company and registered in Virginia. The firm serves individual and family clients and provides a mix of financial planning and portfolio management services for individuals, small businesses, and other business or institutional clients. Advisory capabilities also include market timing services. The firm operates an insurance brokerage alongside its advisory practice and charges a mix of fees — percentage of AUM, hourly fees, and performance-based fees.