Jeffrey Watts
Jeffrey Watts is a registered investment advisor at Watts Gwilliam & Company, LLC, based in Gilbert, AZ, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 4 more. Their firm serves 514 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum fee is 1.25% per year, determined on a case-by-case basis. Subject to a minimum annual household fee of $2,500.
Fee Estimator
Location
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85296
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2002Employment History
Current Registrations
Watts Gwilliam & Company, LLC
State Registrations2 states
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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