Eric Watson is a registered investment advisor at Farther, based in Whitehouse, OH, with 13 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8,142 clients with $7.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Farther Finance Advisors offers investment management services through a wrap program. The annual fee covers investment advice, trade execution, custody, reporting, and account maintenance. The fee is negotiable up to 2% of the assets they manage, depending on the complexity of the account and the investments used.
Location
6788 Providence St., PO Box 2727, Whitehouse, OH, 43571
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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
Eric owns Eric Watson Financial Group, LLC, facilitating securities, advisory, and insurance business, taking about 10% of his time. He also engages in fixed insurance sales, dedicating about 15% of his time, and owns Turtle Shell Properties, LLC, for property ownership, which takes minimal time.
Employment History
Current Registrations
Farther
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
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.