Watchstone Wealth Management offers wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Watchstone creates customized investment strategies using primarily exchange-traded funds, mutual funds, and individual stocks. Financial planning services cover investment planning, retirement planning, personal savings, and education savings.
Assets Under Management$67M
Clients65
Advisors1
Avg. per Client$1M
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4M+ | 0.60% |
Fees negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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