Bobby Frady is a registered investment advisor at Boyd Watterson Asset Management, LLC, based in Tampa, FL, with 13 years of industry experience. Bobby 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
101 E. Kennedy Blvd, Suite 1490, Tampa, FL, 33602
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
Bobby is a Senior Vice President and Director of Institutional Strategy at Boyd Watterson Asset Management, LLC, where he promotes and markets fixed income and private real estate products. This activity takes nearly full-time hours.
Employment History
Current Registrations
Boyd Watterson Asset Management, LLC
Previous Registrations
Quasar Distributors, LLCBroker
Capfinancial Securities, LLC.Broker
Captrust
Captrust Advisors, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
State Registrations1 state
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.