Areas of Practice
Investment ManagementReal Estate Investing
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
1,070 clients
Average Client Portfolio
$17.1M average
Assets Under Management
$18.3B

Fee Structure

Financial Planning:Investment management only
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Location

1301 East Ninth Street, Suite 2900, Cleveland, OH, 44114

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
June 2000 - Present · 25 yrs 8 mos
State Registrations2 states
OHTX
Advisor
Exams
No exam information available for this advisor.