Justin Watson is a CFP, PFS-designated registered investment advisor at Beaird Harris, based in Dallas, TX, with 14 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 800 clients with $2.3B 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 | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Firm charges a minimum annual fee of $10,000, which can be reduced to $5,000 for young professionals at the firm's discretion.
Fee Estimator
Location
5005 Lyndon B Johnson Fwy, Ste 1700, Dallas, TX, 75244
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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 Activities
Justin is a shareholder at Beaird Harris & Co. PC, a tax consulting firm, dedicating nearly full-time hours to tax consulting, preparation, and counseling. He also spends minimal time providing feedback to accounting programs at UTD.
Employment History
Current Registrations
Beaird Harris
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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