Headwater Investment Consulting, Inc.

Retirement Planning Firm in McMinnville, OR

Firm Info
Address: 408 SE 1st St, McMinnville, OR 97128, USA
Phone: (503) 565-2100

Firm Size
Assets Under Management: $353.2 million
# of Advisors: 3
# of Clients: 1,029
Client to Advisor Ratio: 343:1
Average Account Size: $343,225
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

Get Connected with a Financial Advisor

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Headwater Investment Consulting,Inc. Overview

Headwater Investment Consulting, Inc. is a Fee-Only registered investment advisory firm that has been providing investment advice since 2005. With their headquarters located in Mcminnville, Oregon, Headwater Investment Consulting specializes in providing investment advice only to individuals and small businesses. Their clients are assured that they will not receive any additional commissions or fees for their investment recommendations. This structure aligns with their goal of the client's success being the firm's success. Headwater Investment Consulting provides portfolio management services for businesses or institutional clients in addition to their services for individuals. Their investment strategies are tailored to each client's specific needs and objectives, with a focus on risk management and asset allocation. The advisors at Headwater closely monitor the markets to identify potential opportunities and risks and provide clients with timely and appropriate recommendations tailored for their goals. Headwater's commitment to providing only investment advice ensures the firm's independence from any external conflicts of interest. Their transparency, dedication to their clients, and results-oriented approach make it a reliable firm that provides clients with a high level of personalized investment advice and portfolio management.

Headwater Investment Consulting, Inc. prides itself on providing a diverse range of services to a broad range of clients. The firm specializes in catering to the needs of individuals, high net worth individuals, and charitable organizations, as well as a host of other corporate entities. Headwater Investment Consulting, Inc. recognizes that no two clients' needs are the same and therefore provides customized solutions to meet each client's unique financial needs. From investment management to estate planning, clients can expect attentive and personalized service from Headwater Investment Consulting, Inc. When it comes to fee structures, Headwater Investment Consulting, Inc. is transparent and flexible. Clients can choose from a variety of fee structures, depending on the service provided. The most common fee structure is a percentage of AUM (assets under management). Under this structure, the firm charges its clients a percentage of the value of the assets being managed. The percentage varies depending on the size of the account, but generally decreases as assets under management grow larger. This fee structure aligns the interests of the client and the firm, as the firm's compensation is tied to performance. Other fee structures may include fixed fees, hourly rates, or performance-based fees. Headwater Investment Consulting, Inc. believes in maintaining clear communication around fees to ensure that clients understand and are comfortable with the fees they are paying. Overall, Headwater Investment Consulting, Inc. is committed to creating value for its clients and providing them with the highest level of service.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for Headwater Investment Consulting, Inc. does not mention any information about investment minimums.

How This Office Can Help McMinnville, OR Residents

Headwater Investment Consulting, Inc. is a financial advisory firm that provides personalized services to clients in McMinnville, OR, and surrounding areas. The team at Headwater understands that each client has unique financial circumstances, and they work closely with clients to create a tailored plan for their financial future. For someone living in McMinnville, OR, one financial situation they may be facing is retirement planning. With an aging population, it's important to have a solid plan in place to ensure a comfortable retirement. The team at Headwater can assist in creating a retirement plan that takes into account the client's current financial situation, their goals, and their timeline. Additionally, Headwater can provide investment advice and portfolio management to help clients grow and protect their wealth. Other financial situations someone in McMinnville might face include managing debt, creating a savings plan, and planning for education expenses. No matter the situation, Headwater Investment Consulting can provide personalized guidance and support.

To view the Minimum Investment and Fee Schedule for Headwater Investment Consulting,Inc., visit their Part 2 Brochure.

Services Offered by Headwater Investment Consulting,Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Headwater Investment Consulting,Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 408 SE 1st St, McMinnville, OR 97128, USA
Phone (503) 565-2100
Directions
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Other Office Locations

This firm has no other locations.

State Registrations

Headwater Investment Consulting,Inc. is registered to service clients in the following states:

  • California
  • Colorado
  • Oregon
  • Washington

Disciplinary History

Headwater Investment Consulting,Inc. does not have any disclosures. Please visit it's Form ADV for more details.