David Watson is a CFA-designated registered investment advisor at Advocacy Wealth Management, LLC, based in Ridgeland, MS, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,487 clients with $2.1B 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 $500K | 1.50% |
| $500K - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees negotiable above $3,000,000. The firm can charge a maximum fee up to 2% under certain circumstances.
Fee Estimator
Location
Ridgeland, MS
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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
David is a managing member of BMW Farms, LLC and a manager of Oklahoma Farms, LLC and BMW Wildwood, LLC, all closely-held family LLCs containing agricultural and timber properties. He spends minimal time on administrative roles for these entities and receives no direct compensation.
Employment History
Current Registrations
Advocacy Wealth Management, LLC
Previous Registrations
Montag & Caldwell, an Advocacy Wealth Company
State Registrations3 states
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