Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are negotiated on a case-by-case basis and depend on the account characteristics and relationship with the client. The firm uses the following fee scales as a guide: Institutional fixed income portfolios - 0.30% of the first $50 million, 0.25% of the next $50 million and 0.20% of assets over $100 million. Non-institutional fixed income portfolios - 0.50% of all assets under management. Institutional equity portfolios - 0.75% of the first $10 million, 0.60% of the next $15 million, 0.50% of the next $25 million, 0.40% of the next $50 million and 0.30% of assets over $100 million. Non-institutional equity portfolios - 1.0% of all assets under management. International equity portfolios - 1.0% of the first $10 million, 0.85% of the next $15 million, 0.75% of the next $25 million, 0.65% of the next $50 million and 0.55% of assets over $100 million. Real estate portfolios are negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
101 E. Kennedy Blvd, Suite 1490, Tampa, FL, 33602
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Bobby is a Senior Vice President and Director of Institutional Strategy at Boyd Watterson Asset Management, LLC, where he promotes and markets fixed income and private real estate products. This activity takes nearly full-time hours.