A complete list of active advisors currently associated with WaterStreet Asset Management LLC

Warmer can help you find a great advisor at WaterStreet Asset Management LLC or one who fits your needs even better.

WaterStreet Asset Management provides ongoing investment consulting, including financial organization, asset-allocation recommendations, retirement-plan allocation guidance, periodic reviews, and educational resources. The firm generally serves individuals and high-net-worth individuals and does not take custody of client assets or execute securities transactions. Services are delivered on a non-discretionary, consultative basis and are tailored to client objectives, risk tolerance, and financial circumstances; clients may impose reasonable investment restrictions. WaterStreet may act as a co-adviser with Plan Confidence Corporation to provide illustrative allocation models for retirement plan options and focuses on periodic reviews and guidance rather than managing accounts directly. Distinctively for a firm in the investment manager category, WaterStreet does not charge percentage-of-assets-under-management fees and does not accept performance-based fees, instead operating on flat subscription consulting fees. The brochure also shows no reported assets under management, no custody, and recent compliance updates to reflect the SEC Marketing Rule, a combination that sets it apart from peers that typically use AUM-based billing and discretionary management.

To learn more about the advisors currently working at WaterStreet Asset Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Thomas Fox	Eden Prairie, MN	9

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