Timothy Watson is a registered investment advisor at Finwell, INC., based in Nashville, TN, with 6 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 131 clients with $73M 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 $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.25% |
Fees may be negotiated based on relationship type, group rates, and market conditions. Minimum AUM fee of $3,125 for accounts under $250,000. Minimum financial planning fee of $1,999 for accounts between $250,001 and $1,000,000.
Fee Estimator
Location
209 Manchester Avenue, Nashville, TN, 37206
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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
Timothy is the CTO of Radical Group Inc., a technology and media business, since 2017. This requires a full-time commitment, with minimal time spent during trading hours.
Employment History
Current Registrations
Finwell, INC.
Previous Registrations
Finwell, INC.
Finwell, INC.
State Registrations1 state
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