Watts Gwilliam & Company, LLC
Assets Under Management
$818.9M
Number of Clients
443
Number of Advisors
10
Average Client AUM
$1.8M
AUM per Advisor
$81.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Watts Gwilliam & Company LLC offers investment advisory services through ongoing portfolio management and oversight. They assess each client’s needs, goals, risk appetite, and time horizon to allocate investment assets. They also offer financial planning services on matters not directly involving securities, such as retirement, education, and estate planning.
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
Location
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295