Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Watts Gwilliam & Co., and its division Optic Asset Management, offer services for a fee based on a percentage of assets under management. Fees are determined on a case-by-case basis, considering factors such as account value and complexity. The maximum fee is 1.25% per year. A fixed fee may be proposed for portfolio management. There is a minimum annual household fee of $2,500, which may be waived based on certain criteria. Fixed fees for financial planning range from $500 to $3,500 for the initial plan development. Update sessions and follow up work may require separate arrangements. Watts Gwilliam may charge a quarterly fee up to $15 per account to cover technology costs.
Areas of Practice
Advisor Information
Office location
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin is a member of multiple LLCs (Cooper Development Strategies, Cooper Holdings, Funchal Holdings, V-III Partners, and Vista Partners AK) involved in real estate investments and management. He also holds an inactive Real Estate Salesperson License in Arizona, dedicating minimal time to these activities.