Overview
- Total Firm Assets
- $75 million
- Average High-Net-Worth Client Portfolio Size
- $2.0 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: WATTS CAPITAL PARTNERS CLIENT BROCHURE (2026-09-08)
· View brochure text
Latest filing: WATTS FORM 2B - TOM WATTS (2026-09-08)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $2,000,000 | 1.00% |
| $2,000,001 | $5,000,000 | 0.85% |
| $5,000,001 | $10,000,000 | 0.70% |
| $10,000,001 | and above | 0.60% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $45,500 | 0.91% |
| $10 million | $80,500 | 0.80% |
| $50 million | $320,500 | 0.64% |
| $100 million | $620,500 | 0.62% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 87.06%
- Number of High-Net-Worth Clients
- 33
- Total Client Accounts
- 227
- Discretionary Accounts
- 227
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 149049
- WATTS CAPITAL PARTNERS CLIENT BROCHURE (2026-09-08) (fee schedule source) · View brochure text
- WATTS FORM 2B - TOM WATTS (2026-09-08) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗