Watson House Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$20,044,787
Clients
14
64% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
TypicalAverage account size
$1,431,771
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
Financial planning
Portfolio management
Expertise
Private / alternative investments
Options & derivatives strategies
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 location
Watson House Investment Management, LLC
Bozeman MT, United States
Number of offices
1
Most active in
Watson House Investment Management, LLC has reported serving >5 clients in these states in the last 12 months.
Arkansas · Montana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")