Watchstone Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$66,766,156
Total clients
65
51% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
65
Average account size
$1,027,172
About
Watchstone provides investment advisory and wealth management services to individuals, high net worth individuals, trusts and estates, offering discretionary portfolio management, retirement-account guidance and financial planning. It constructs customized portfolios for taxable and tax-advantaged accounts, primarily using exchange-traded funds and occasional mutual funds or individual equities as needed.
The firm’s investment process emphasizes fundamental analysis and a generally long-term orientation, with ongoing due diligence and periodic rebalancing to align portfolios with clients’ objectives and risk tolerance. Although positions are typically held for more than a year, the advisor may implement shorter-term trades to harvest gains or losses, meet cash needs, or respond to changing market or client circumstances.
What sets the firm apart from most peers is that it sponsors a wrap fee program that bundles securities transaction costs into a single asset-based advisory fee — a structure the brochure notes is uncommon and that can create incentives to limit trading or favor securities without transaction charges. The firm also discloses an institutional relationship with its recommended custodian that provides the advisor with certain economic benefits, and it identifies those arrangements as potential conflicts of interest to be managed.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Fee options
Fixed fees for financial planning engagements based on estimated hours at negotiated hourly rate
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.80% annually $2,000,001 - $3,000,000: 0.70% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001+: Negotiable
$100 to $150 per hour for financial planning services
Fee-only: Investment advisory fees paid monthly in arrears based on assets under management; financial planning fees charged hourly ($100-$150/hour) or fixed fee
Main office location
Watchstone Wealth Management LLC
New York NY, United States
Number of offices
1
Most active in
Watchstone Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · New York
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:
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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.
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