Jeffrey Watts

21 Years of Experience

1 Disclosure

Jeffrey Watts is a registered investment advisor at Watts Gwilliam & Company, LLC, based in Gilbert, AZ, with 21 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 443 clients with $820M in assets under management.

Watts Gwilliam & Company, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

443 clients

Average Client Portfolio

$1.8M average

Assets Under Management

$818.9M

Fee Structure

Investment management only (planning not offered)

Minimum Annual Fee:$2,500

Portfolio-Based Fees (Flat)

Portfolio Value	Annual Fee
Any	1.25%

Fees are determined on a case-by-case basis, considering factors such as account value and complexity. At times, Watts Gwilliam may propose a fixed fee for portfolio management.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

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Location

2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85296

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2002

Settled

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Employment History

Current Registrations

Watts Gwilliam & Company, LLC

June 2004 - Present · 21 yrs 10 mos

State Registrations2 states

AZTX

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.