Watts Capital provides financial planning, wealth management, and investment management services. Financial planning covers areas like business owner planning, Gen X/Y planning, cash flow, tax, risk management, divorce, retirement, and charitable giving. Wealth management implements the financial plan, including asset allocation, debt management, tax planning, and estate planning. Investment management includes core, industry innovator, tactical, and alternative investment strategies. Services are tailored to individual client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Additional fees of 1.50% per year are charged for assets deployed in the Industry Innovator and Tactical Growth Strategies. Separate compensation may be received for specific Alternative Investment Strategies, which are disclosed on a case-by-case basis. Fees are negotiable.