Kimball Gwilliam is a registered investment advisor at Watts Gwilliam & Company, LLC, based in Gilbert, AZ, with 2 years of industry experience. Kimball operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 443 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are determined on a case-by-case basis, considering factors such as account value and complexity. At times, Watts Gwilliam may propose a fixed fee for portfolio management.
Fee Estimator
Location
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Watts Gwilliam & Company, LLC
State Registrations1 state
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