Gregory Watson is a registered investment advisor at Cedarwood Wealth, based in Highlands Ranch, CO, with 22 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 115 clients with $210M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.25% |
Fees are negotiable. There is also a $35 annual fee per account for access to the online reporting platform.
Fee Estimator
Location
1745 Shea Center Drive, 445, Highlands Ranch, CO, 80129
Get directionsHistory
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
Gregory is the Director of Client Experience at Legacy Custom Signs and Graphics LLC, a signmaking and graphic design company. He spends minimal time communicating with clients about their projects.
Employment History
Current Registrations
Cedarwood Wealth
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Citi Private Advisory, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities INC.Broker
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.