Watts Gwilliam & Company offers ongoing portfolio management, options strategies, and financial guidance covering retirement, education, and estate planning. Watts Gwilliam & Company builds diversified portfolios using stocks, exchange-traded funds, mutual funds, bonds, real estate investment trusts, and private funds. The firm emphasizes long-term strategic asset allocation, tax-aware investing, and specialized options overlays to generate income or protect portfolios. Watts Gwilliam & Company serves individual investors, high-net-worth clients, trusts, estates, and business owners, as well as providing sub-advisory and turnkey asset management platform services to other financial professionals.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum fee is 1.25% per year, determined on a case-by-case basis. Subject to a minimum annual household fee of $2,500.