Firm
Breakwater Asset Management
Hampton, New Hampshire
Fee-only
Breakwater Asset Management at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 31 individual clients, 8 of them high net worth.
- Its average account is about $232,000 (assets it manages divided by its 54 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Hampton, New Hampshire |
|---|---|
| Website | breakwaterasset.com |
| Phone | (603) 918-1631 |
Breakwater Asset Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.8% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Account Value $0 to $1,000,000 0.80%" source
"Account Value > $3,000,001 0.60%" source
"Account Value $0 to $1,000,000 0.80%" source
"Annual portfolio management fee is billed quarterly in advance." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $13 million |
| Individual clients | 23 |
| High-net-worth clients | 8 |
| Accounts managed | 54 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 21, 2026 |
| SEC record | CRD 155041 |