Open Water Advisory Partners

Overview

Open Water Advisory Partners is an individual-owned limited liability company that provides fee-based wealth management and financial planning services for individuals and small businesses. The firm conducts portfolio management and acts as a capital allocator by selecting and overseeing other advisers on behalf of clients. Compensation arrangements are flexible and include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Open Water Advisory Partners is not classified as an ESG investor and is marked as a non-multi-state adviser. The firm lists an insurance company among its industry affiliations.

Assets & Accounts

Location & Offices