Keith Watson is a registered investment advisor at Fifth Third Wealth Advisors LLC, based in Atlanta, GA, with 25 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,333 clients with $6.1B 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 $5.0M | 1.00% |
| $5M+ | 0.60% |
Fee reductions based on breakpoints apply only to the portion of assets exceeding the relevant fee tier. FTWA may, at its discretion, aggregate assets across a Client household’s eligible accounts to qualify for breakpoint discounts. FTWA, at its sole discretion, may negotiate fees based upon certain criteria.
Fee Estimator
Location
3344 Peachtree Rd NE, Atlanta, GA, 30326
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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 →Employment History
Current Registrations
Fifth Third Wealth Advisors LLC
Previous Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Suntrust Robinson Humphrey, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
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.