Watts Capital Partners provides financial planning, wealth management, and investment management services to individuals, families, and business owners. Watts Capital Partners helps clients navigate complex financial situations through a four-step process that assesses current finances, identifies personal goals, creates a customized action plan, and provides ongoing monitoring. The advisory team holds professional credentials such as Chartered Financial Analyst and Certified Financial Planner. Watts Capital Partners offers core strategies using traditional publicly traded stocks and bonds, tactical trading strategies using quantitative models, and alternative investments such as real estate and private equity. Services are provided on both discretionary and non-discretionary bases.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable. Assets where the firm provides advice without direct management are charged at 0.50% per year. Tactical trading strategies carry an incremental fee of 1.50% per year.