Watson Capital Management is an independent investment advisor that provides investment management services. Watson Capital works with clients to establish long-term investment objectives. Watson Capital does not sell commissioned products and is strictly fee-only. Watson Capital may render investment advice on a non-discretionary basis for individual portfolios and/or inherited securities, or those selected or acquired by the client.
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.