Watts Gwilliam & Company provides investment management services through ongoing portfolio management and oversight. They assess each client’s needs, goals, and risk tolerance to allocate assets. Watts Gwilliam also offers financial planning services related to retirement, education, and estate planning. Optic Asset Management (OAM) is a division of Watts Gwilliam that oversees the company’s professionally managed option strategies.
Assets Under Management$820M
Clients443
Advisors9
Avg. per Client$1.8M
Avg. per Advisor$91M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are determined on a case-by-case basis, considering factors such as account value and complexity. At times, Watts Gwilliam may propose a fixed fee for portfolio management.
Fee Estimator
Your Portfolio Value
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