Ryan Watson is a registered investment advisor at Fidelium Investment Advisers, LLC, based in Bedford, TX, with 6 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1000K | 0.78% |
| $1.0M - $2.5M | 0.69% |
| $2.5M+ | 0.54% |
Fees are negotiable. Loyalty and Family & Friend discounts are available. Minimum Friend & Family rate is 0.42% unless account is > $10 million.
Fee Estimator
Location
Bedford, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fidelium Investment Advisers, LLC
State Registrations1 state
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