Firm
Watson House Investment Management
Bozeman, Montana
Fee-only
Watson House Investment Management at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 14 individual clients, 9 of them high net worth.
- Its average account is about $716,000 (assets it manages divided by its 28 accounts).
Facts
| Based in | Bozeman, Montana |
|---|---|
| Website | investwatsonhouse.com |
| Phone | (503) 962-9410 |
Watson House Investment Management fees
Watson House Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 5 |
| High-net-worth clients | 9 |
| Accounts managed | 28 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 300512 |