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How does the advisor help clients – Key Takeaways:
Watkinson Capital Advisors LLC is a trusted financial advisory firm that provides expert guidance to clients in managing their finances. They offer a range of financial services and cater to various client types, helping them achieve their financial goals.
- Acting as a fiduciary, the firm prioritizes clients’ best interests and provides unbiased advice.
- As a team of financial experts, the advisors at Watkinson Capital Advisors LLC have a thorough understanding of the market and can help clients make informed decisions.
- Through personalized financial planning, the firm helps clients set clear financial goals and provides strategies to achieve them.
Facts and Insights
Founded in 2005, Watkinson Capital Advisors LLC has been in the financial advisory business for over 16 years. In that time, they have managed over $500 million in assets and have built a reputation for providing sound financial advice to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered
Watkinson Capital Advisors LLC offers a variety of financial services to help clients manage their wealth and make sound financial decisions. Their services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
Watkinson Capital Advisors LLC caters to a diverse group of clients, including individuals, families, and businesses. They work with clients from various backgrounds and have experience in managing a range of financial situations.
Fees & Compensation
As fee-only financial advisors, Watkinson Capital Advisors LLC does not earn commissions from the sale of financial products. Their fees are based on a percentage of the assets they manage for their clients, ensuring that their interests are aligned with their clients’ success.
Background
Watkinson Capital Advisors LLC was founded by John Watkinson, a financial expert with over 25 years of experience in the industry. John leads a team of highly knowledgeable and skilled advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Watkinson Capital Advisors LLC is regulated by the Securities and Exchange Commission (SEC). They are required to disclose any potential conflicts of interest and provide clients with a Form ADV, which includes information about their services, fees, and any disciplinary history. This transparency demonstrates their commitment to putting clients’ interests first.