Watson House Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Watson House provides fee-only, discretionary investment management and financial planning to a small group of individual and institutional clients, including trusts and LLCs, overseeing roughly $20 million across 14 client relationships. Advisory services span equities, fixed income, ETFs (including cryptocurrency ETFs), limited partnerships, and written financial plans billed on a fixed-fee basis.
Portfolios are tailored to clients’ stated objectives, risk tolerance and time horizon and are constructed using a blend of fundamental, technical and macroeconomic analysis with ongoing monitoring and rebalancing. The firm may use options for hedging and, unusually for independent advisers of this size, can employ derivatives and borrowing within separately managed accounts when appropriate.
Distinctive operational features include custody and trade execution through an electronic broker-dealer that also provides technology and research services to the firm, and written policies that permit fee waivers and fixed-fee planning engagements. Decision-making and compliance responsibilities are concentrated within the firm’s principal, who serves as the firm’s compliance officer and manages client accounts on a discretionary basis.
Client services
Expertise
Fee options
Financial planning fees ranging from $1,000 to $5,000
$500,000 - $1,500,000: 1.25% $1,500,001 - $5,000,000: 1.00% $5,000,001 - $9,999,999: 0.80% $10,000,000+: 0.75%
Account minimum: $500,000 Fee-only: Investment management fees based on assets under management; financial planning fixed fees
Main office
Bozeman MT
Advisors at this office
1
Most active in
Arkansas · Montana · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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