CW
CW

Christopher Watson

1 Year of Experience
Clarksville, TN

Christopher Watson is a registered investment advisor at Wilson Wealth Management Group, L. L. C., based in Clarksville, TN, with 1 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 488 clients with $50M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
488 clients
Average Client Portfolio
$103K average
Assets Under Management
$50.4M

Fee Structure

Wilson Wealth charges up to 2.00% of your portfolio for investment management. For accounts managed through Pontera (held-away accounts), the fee is up to 1.50%. The exact fee you pay may be negotiable. The firm notes that their investment management fee is higher than normal due to their investment strategy.

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Location

Clarksville, TN

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher is a co-owner of Credit Bros LLC, a credit counseling company, since 2017. He spends a few hours per week in monthly business overview meetings.

Employment History
Current Registrations
Wilson Wealth Management Group, L. L. C.
August 2024 - Present · 1 yr 8 mos
State Registrations2 states
NCTN
Advisor

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.

Exams
No exam information available for this advisor.