JW
JW

Jennifer M Watson

16 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)
Firm Size
23 advisors
Number of Clients
1,250 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$3.0B

Fee Structure

Minimum Investment:$1.5M
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.5M1.00%
$2.5M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10.0M - $25.0M0.40%
$25M+0.30%

Fees may be negotiable in limited circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

100 Lowder Brook Drive, Suite 1000, Westwood, MA, 02090

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Heritage Financial Services
March 2009 - Present · 16 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
Jennifer M Watson - Financial Advisor | TrueAdvisor