William Watkinson
William Watkinson is a registered investment advisor at Watkinson Capital Advisors LLC, based in Berwyn, PA, with 17 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 92 clients with $120M 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 | 2.00% |
Fees are negotiable up to 2.00% for total portfolio management and up to 1.00% for the municipal bond advantage strategy. The core plus strategy charges 1.25% to 1.50%.
Fee Estimator
Location
1273 E. Lancaster Ave, Berwyn, PA, 19312
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1996Employment History
Current Registrations
Watkinson Capital Advisors LLC
Previous Registrations
Watkinson Capital Advisors LLC
Uvest Financial Services Group, INC.
State Registrations1 state
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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