Watchtower Wealth offers ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. Watchtower Wealth analyzes clients' current investments, objectives, and financial circumstances to implement a suitable portfolio. Watchtower Wealth also offers non-discretionary fiduciary services to retirement plans. Watchtower Wealth does not participate in wrap fee programs.
Assets Under Management$12M
Clients31
Advisors1
Avg. per Client$390K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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