Michael Bee is a registered investment advisor at Boyd Watterson Asset Management, LLC, based in Cleveland, OH, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 1,102 clients with $19B 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Rates shown are for non-institutional and international equity portfolios. Institutional fixed income, institutional equity, and non-institutional fixed income schedules also apply depending on the strategy.
Fee Estimator
Location
1301 East Ninth Street, Suite 2900, Cleveland, OH, 44114
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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 board member of Kibble Pet LLC and a member of the board of advisors for Pinpoint Technology, Inc. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
Boyd Watterson Asset Management, 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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