Jeffrey Watson is a registered investment advisor at Rialto Wealth Management, based in Syracuse, NY, with 13 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 217 clients with $400M 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 | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.55% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fees may be negotiable.
Fee Estimator
Location
126 N Salina St., Suite 404, Syracuse, NY, 13202
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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
Rialto Wealth Management
Previous Registrations
Pinnacle Investments, LLC
Pinnacle Investments, LLCBroker
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
Pinnacle Investments, LLCBroker
State Registrations1 state
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