Firm
Watershed Private Wealth
Oak Brook, Illinois
Fee-only
Facts
| Based in | Oak Brook, Illinois |
|---|---|
| Website | watershedprivatewealth.com |
| [email protected] | |
| Phone | (630) 478-0195 |
Watershed Private Wealth 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.
| Account minimum | $500,000 |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"To begin a relationship with us, you typically need to have an investment portfolio of at least $500,000." source
"Our fees are calculated as a percentage of the assets under management." 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 | $414 million |
| Individual clients | 65 |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 316408 |