Edwin Watson
Edwin Watson is a CFP-designated registered investment advisor at Bcu Wealth Advisors, LLC, based in Vernon Hills, IL, with 14 years of industry experience. Edwin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 870 clients with $650M 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 $250K | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.15% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees for amounts over $10,000,000 are negotiable. Other programs include Optimum Market Portfolios at 1.00% and Guided Wealth Portfolios at 0.75%.
Fee Estimator
Location
300 N. Milwaukee Avenue, Vernon Hills, IL, 60061
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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 ActivitiesSells Insurance
Edwin is an Associate Director of Wealth Management at Baxter Credit Union, potentially working full-time. He is also an insurance agent with various unaffiliated carriers, dedicating minimal time to this activity.
Employment History
Current Registrations
Bcu Wealth Advisors, 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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