Watson House Investment Management provides investment management services and financial planning to individuals, high net worth individuals, trusts, and estates. Watson House tailors its advisory services to each client's needs based on their investment objectives, risk tolerance, and cash needs. Watson House exercises discretionary authority over client investments.
Assets Under Management$14M
Clients13
Advisors1
Avg. per Client$1.1M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.75% |
Watson House reserves the right to negotiate compensation with clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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