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The fee is billed in advance and is negotiable.","source":"ADV PART 2A- WATERSHED PRIVATE WEALTH LLC, filed 31 August 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Watershed Private Wealth use?","answer":"Watershed Private Wealth’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $309M and Charles Schwab & Co., Inc. (Westlake, TX), with $97.8M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Watershed Private Wealth have?","answer":"Watershed Private Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 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