Watchtower Wealth Management offers investment management based on your goals, risk tolerance, and time horizon. They create a personalized Investment Policy Statement for each client. Financial planning covers investments, insurance, taxes, retirement, college, and debt. They primarily recommend mutual funds, but may use other investments to diversify your portfolio. Clients can place restrictions on investments, but Watchtower Wealth Management may end the relationship if the restrictions prevent them from properly servicing the account.
Assets Under Management$31M
Clients187
Advisors1
Avg. per Client$170K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.30% |
| $300K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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