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 9th 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

Alec is a member of Cedar St. Properties, LLC, formed in 2020 to hold a rental property. He dedicates minimal time to maintenance and accounting for this business.

Employment History
Current Registrations
Boyd Watterson Asset Management, LLC
August 2024 - Present · 1 yr 6 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.