Brian Watson is a CFA-designated registered investment advisor at Oneascent Investment Solutions, LLC, based in Birmingham, AL, with 1 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Socially Responsible Investing. Their firm serves 20 clients with $990M 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 |
|---|---|
| Any | 1.00% |
Fees vary by program. Investment models charge up to 1.00% per year. Collective Investment Trusts charge 0.40%. Registered investment companies range from 0.35% to 1.00%. Third-party managed accounts charge 0.35% for core accounts and 0.50% for elite accounts.
Fee Estimator
Location
23 Iverness Parkway, Suite 100, Birmingham, AL, 35242
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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
Brian is the principal of The C=C Bond Group, LLC, a business consulting firm, since 2014. This activity is not investment-related.
Employment History
Current Registrations
Oneascent Investment Solutions, LLC
Oneascent Capital
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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