Gary Wrotny is a registered investment advisor at Watson House Investment Management, LLC, based in Bozeman, MT, with 6 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 13 clients with $14M 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 $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Watson House reserves the right to negotiate compensation with clients.
Fee Estimator
Location
Bozeman, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Watson House Investment Management, LLC
State Registrations3 states
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