Watts Capital Partners LLC

Watts Capital Partners LLC, established in New York, offers financial planning, wealth management, and investment management services to a diverse clientele. The firm's team includes professionals with certifications such as CFP®, CFA®, and CAIA®, providing services on a fee-based fiduciary basis. Clients can expect tailored services based on their individual needs, with a minimum account size of $1,000,000 that may be waived based on complexity. The firm's investment strategies include Core Investment Strategy, Industry Innovator Strategy, Tactical Investment Strategies, and Alternative Investment Strategies. Watts Capital charges fees based on Assets Under Management (AUM) and Assets Under Advisory (AUA), with annual rates ranging from 0.50% to 1.00% depending on the total household assets managed. The firm does not receive outside compensation for securities sales and does not hold custody of client accounts. Clients have the option for investment discretion, allowing the firm to make decisions on securities transactions. Watts Capital's professionals adhere to a Code of Ethics and provide regular account reviews, ensuring transparency and client satisfaction. The firm's management has no disciplinary history or financial conditions impairing client commitments. For more detailed information, clients can access the firm's Supplemental ADV Part 2B form.