Michael Bee is a registered investment advisor at Boyd Watterson Asset Management, LLC, based in Cleveland, OH, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,070 clients with $18B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Boyd Watterson's fees are based on a percentage of the assets they manage and are negotiated with clients. The fees vary depending on the type of portfolio (fixed income, equity, international equity) and the amount invested.
For example:
- Non-institutional fixed income portfolios: 0.50% of all assets.
- Non-institutional equity portfolios: 1.0% of all assets.
Location
1301 East Ninth Street, Suite 2900, Cleveland, OH, 44114
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Regulatory 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.
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Michael is a board member of Kibble Pet LLC and a member of the board of advisors for Pinpoint Technology, Inc. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
Boyd Watterson Asset Management, LLC
State Registrations2 states
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