Freddie Watson
Freddie Watson is a registered investment advisor at Capital Analysts, based in Colmubia, MD, with 45 years of industry experience. Freddie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
Colmubia, MD
Get directionsHistory
Regulatory History (1)
Judgment / Lien
June 2021Other Business ActivitiesSells Insurance
Freddie is the President of Watson Family Farms LLC, dedicating a few hours per week to ensuring filings are done and obligations are met. He also works as a sales representative for ING Reliastar, offering and servicing fixed annuities about a quarter of his time.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
The Variable Annuity Marketing CompanyBroker
State Registrations17 states
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.