Gregory Watson is a registered investment advisor at Watson Capital Management, INC., based in Evergreen, CO, with 30 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 44 clients with $80M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.50% |
Fees are negotiable and may be reduced at Watson Capital's discretion. Fees for accounts in the same household may be calculated on an aggregate/combined market-value basis to achieve a lower fee. Fees may be negotiated for non-discretionary accounts or accounts comprised primarily of cash and/or fixed-income securities.
Fee Estimator
Location
Evergreen, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gregory is the president of Watson Capital Management, Inc., an investment advisory firm. He dedicates all of his professional time to managing the firm, including administrative, management, and investment-related activities.
Employment History
Current Registrations
Watson Capital Management, INC.
State Registrations3 states
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