Watch Hill Advisors provides investment management services to individual investors. The firm creates customized investment strategies based on each client's financial goals, income, expenses, assets, time horizon, and risk tolerance. Portfolios are typically invested in exchange-traded funds (ETFs), mutual funds, and individual securities. Clients can request restrictions on certain investments.
Assets Under Management$6.3M
Clients8
Advisors1
Avg. per Client$790K
Avg. per Advisor$6.3M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.90% |
| $6M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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