Watson House Investment Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$20,044,787
Total clients
14
64% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
14
Average account size
$1,431,771
About
Watson House is a fee-only, independent investment adviser that manages roughly $14.1 million for a small roster of clients, including individuals, high-net-worth individuals, trusts, and estates. The firm offers discretionary portfolio management and financial planning across a range of asset classes, including equities, corporate and municipal bonds, ETFs, limited partnerships, and cryptocurrency ETFs.
The firm’s investment process emphasizes asset allocation informed by fundamental, technical, and macroeconomic analysis, with portfolios monitored and rebalanced on an ongoing basis and formal client reviews at least quarterly. Watson House discloses it may utilize options contracts to hedge risk and operates with discretionary authority to implement investment decisions within client guidelines.
Noteworthy for a solo independent adviser, the brochure signals use of more complex tools—derivatives for hedging and the potential to employ borrowing or leverage in certain managed accounts held at Interactive Brokers—which is less common among peers. The firm also maintains a multi-tiered fee schedule that includes a separate tier for accounts over $10 million and explicitly includes cryptocurrency ETFs and limited partnerships in its investable universe.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Private / alternative investments
Fee options
Financial planning fixed fee 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% Over $10,000,000+: 0.75%
Account minimum: $500,000 Fee-only: Financial planning fixed fee from $1,000 to $5,000
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:
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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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