Christopher Watkins
Christopher Watkins is a registered investment advisor at Wmw Management, INC., based in Farmington, UT, with 32 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WMW Management charges 2% of your portfolio annually for actively managed accounts, billed quarterly at 0.5%. These fees are deducted from your account each quarter. You can choose to have your account held with the broker/dealer of your choice. If you end the advisory contract early, you may receive a refund or owe additional fees.
For the Portfolio Monitoring Program, the fee is 1.0% annually, billed quarterly at 0.25%. There is a $1,000 minimum annual fee, or $250 per quarter.
Location
722 W Shepard Lane, Suite 103, Farmington, UT, 84025
Get directionsHistory
Regulatory History (5)
Regulatory
March 2024Customer Dispute
May 2014Regulatory
May 2006Regulatory
May 2001Regulatory
June 2000Other Business Activities
Christopher is the sole owner and chairman of Watkins Restaurant Group, a shell company to operate a restaurant, since 2001, dedicating a few hours per week. He is also a partner in C&M Hospitality, a restaurant operation company, since 2010, also dedicating a few hours per week.
Employment History
Current Registrations
Wmw Management, INC.
Previous Registrations
Watkins Financial Services, INC.Broker
Emmett a Larkin Company, INC.Broker
Fortress Financial and Pension Services INC.Broker
Dain Rauscher IncorporatedBroker
Wmw Management, INC.
Dain Rauscher IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.