Bessann Watson
Bessann Watson is a CFP-designated registered investment advisor at Park Avenue Securities LLC, based in Milton, FL, with 21 years of industry experience. Bessann is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 82,118 clients with $20B 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 $500K | 2.05% |
| $500K - $1000K | 2.00% |
| $1.0M - $2.0M | 1.95% |
| $2M+ | 1.90% |
Schedule reflects the maximum client fee for the Park Avenue Portfolio Select program. Other wrap fee and third-party programs have varying fee schedules with advisor fees ranging from 0.50% to 1.75% plus platform and manager fees.
Fee Estimator
Location
5185 Elmira Street, Milton, FL, 32570
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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
Bessann provides consulting services through Abbey Road Financial, LLC and researches captive insurance arrangements. Bessann also sells fixed annuity products through Jackson National Insurance and individual health insurance products through Golden Rule, and is involved with Blackwood Financial Group, PLLC, which handles investment and insurance matters, taking nearly full-time hours.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations40 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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