Boyd Watterson Asset Management, LLC
Assets Under Management
$18.3B
Number of Clients
1,070
Number of Advisors
18
Average Client AUM
$17.1M
AUM per Advisor
$1.0B
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Boyd Watterson manages client portfolios across fixed income and equity strategies, available through direct relationships, platforms, or unified managed accounts. They also manage direct real estate investments and provide non-discretionary real estate consulting services. Customization depends on client type, with institutional clients having tailored portfolios and individual clients following model strategies selected by financial advisors.
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
Location
1301 East 9th Street, Suite 2900, Cleveland, OH, 44114-3179