Evan Watson is a registered investment advisor at Reed Financial Services, INC., based in Cleveland, OH, with 9 years of industry experience. Their practice areas include Business Owners, Charitable Giving, High Net Worth, Insurance Planning, and 2 more. Their firm serves 351 clients with $390M 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fee Estimator
Location
5885 Landerbrook Drive, Suite 110, Cleveland, OH, 44124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Evan works as a Research Analyst/Trader for Reed Financial Services, an SEC registered investment advisor, since 2017. He also works as a Registered Assistant for APW Capital, a broker-dealer firm, dedicating minimal time to trading and research analysis.
Employment History
Current Registrations
Reed Financial Services, INC.
Apw Capital, INC.Broker
Previous Registrations
Cambridge Investment Research, INC.Broker
State Registrations2 states
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