Mark Watson is a registered investment advisor at Royal Oaks Advisors LLC, based in Houston, TX, with 12 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 7 clients with $2.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Fees are negotiable. Qualified clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Location
800 Town & Country Blvd, Suite 500, Houston, TX, 77024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Mark has a minority equity interest in a My Fit Foods store in Dallas, TX, which is purely an investment. Mark is also in the process of registering with the NFA to become a CTA and manages WSQ Strategies LP, a hedge fund, which presents a conflict of interest.
Employment History
Current Registrations
Royal Oaks Advisors LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.