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 Investment Management. Their firm serves 92 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Watkinson Capital Advisors (WCA) charges a percentage of the assets they manage. The exact percentage is negotiable, up to a maximum of 2.00%. Fees are calculated each quarter, based on the value of your investments at the end of the previous quarter, and are paid in advance.
WCA offers the following programs:
- Total Portfolio Management: Negotiated, up to 2.00%
- Municipal Bond Advantage Strategy: Negotiated, up to 1.00%
- Core Plus: 1.25% - 1.50%
Location
1273 E. Lancaster Ave, Berwyn, PA, 19312
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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 →Employment History
Current Registrations
Watkinson Capital Advisors LLC
Previous Registrations
Profunds Distributors, INC.Broker
Planco Financial Services, LLCBroker
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.