Watch Hill Financial is a registered investment advisor that offers personalized wealth management, financial planning, and financial consulting services. For investment management, Watch Hill Financial designs customized portfolios using stocks, bonds, exchange-traded funds, mutual funds, and other securities based on each client's specific financial goals, risk tolerance, and time horizon. Portfolios are managed on an ongoing basis with discretionary authority to execute trades without prior approval for each specific transaction. In addition to portfolio management, Watch Hill Financial prepares comprehensive financial plans covering cash flow, net worth projections, retirement income planning, tax planning, college savings, and estate planning. Standalone financial consulting is also available for specific topics or projects. Watch Hill Financial primarily serves individuals and high net worth individuals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Smaller clients may be charged up to 1.5%. Fees are negotiable based on financial complexity and scope of services.