Michael George is a registered investment advisor at Watts Capital Partners LLC, based in New York, NY, with 16 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Estate Planning, and 4 more. Their firm serves 67 clients with $75M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Assets where the firm provides advice without direct management are charged at 0.50% per year. Tactical trading strategies carry an incremental fee of 1.50% per year.
Fee Estimator
Location
New York, NY
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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
Michael is a co-trustee for a trust account at Chase Bank since 1984, receiving a trustee's fee based on New York State statutory rates. He spends minimal time on the account, with more time required during active trading periods.
Employment History
Current Registrations
Watts Capital Partners LLC
Previous Registrations
Watts Capital Partners LLC
Watts Capital Partners LLC
Atlantis Asset Management, LLC
Global Arena Investment Management, LLC
Southridge Asset Management LLC
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.
Exams
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