Alec Gevry is a registered investment advisor at Boyd Watterson Asset Management, LLC, based in Cleveland, OH, with 2 years of industry experience. Alec operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 1,102 clients with $19B 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 $10.0M | 1.00% |
| $10.0M - $25.0M | 0.85% |
| $25.0M - $50.0M | 0.75% |
| $50.0M - $100.0M | 0.65% |
| $100M+ | 0.55% |
Rates shown are for non-institutional and international equity portfolios. Institutional fixed income, institutional equity, and non-institutional fixed income schedules also apply depending on the strategy.
Fee Estimator
Location
1301 East 9th Street, Suite 2900, Cleveland, OH, 44114
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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
Alec is a member of Cedar St. Properties, LLC, formed in 2020 to hold a rental property. He dedicates minimal time to maintenance and accounting for this business.
Employment History
Current Registrations
Boyd Watterson Asset Management, LLC
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.
Exams
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