Watkinson Capital Advisors (WCA) offers investment advisory services to individuals, institutions, trusts, estates, and charities. WCA provides discretionary investment management on a fee-only basis. WCA offers two main strategies: the Municipal Bond Advantage Strategy, which maximizes income and yield through traditional portfolio laddering techniques, and the Core Plus strategy, a hybrid municipal bond strategy combining laddered portfolios with active trading for income and growth potential. WCA also acts as a sub-advisor to other registered investment advisors.
Fee Structure
Watkinson Capital Advisors (WCA) charges a percentage of the assets they manage. The exact percentage is negotiable, up to a maximum of 2.00%. Fees are calculated each quarter, based on the value of your investments at the end of the previous quarter, and are paid in advance.
WCA offers the following programs:
- Total Portfolio Management: Negotiated, up to 2.00%
- Municipal Bond Advantage Strategy: Negotiated, up to 1.00%
- Core Plus: 1.25% - 1.50%