Open Water Advisory Partners

Overview

Open Water Advisory Partners is organized as a limited liability company with individual ownership and positions itself as a capital allocator that provides advisory and planning services to individuals and small businesses. Its stated advisory activities include financial planning, portfolio management for individual and small-business clients, and the selection of third-party advisers and managers. The firm charges clients through a mix of asset-based fees, hourly billing and fixed fees. It is not identified as an active ESG investor and is not described as a multi-state or newly formed adviser. The firm also lists an affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives

Location & Offices