Boyd Watterson is an investment management firm that manages client portfolios in fixed income and equity strategies. Services are offered directly, through platforms, or unified managed accounts. Boyd Watterson also manages direct real estate investments and provides real estate consulting services. For individual clients introduced by third-party financial institutions, the client's advisor selects the investment strategy, and Boyd Watterson manages the account according to its model for that strategy.
Assets Under Management$18B
Clients1,070
Advisors18
Avg. per Client$17M
Avg. per Advisor$1B
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Fee Structure
Investment management only (planning not offered)
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.
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