Towers Watson Investment Services, Inc

CRD#110473
Investment Advisor Firm

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Overview

Towers Watson Investment Services, Inc is located at 233 South Wacker Drive, Chicago, IL. The firm employs 201 financial advisors to manage client portfolios and provide financial guidance. Towers Watson Investment Services, Inc is not a registered broker-dealer.

Towers Watson Investment Services, Inc oversees $51.4 billion in assets under management across 123 accounts, of which 119 are discretionary and 4 are non-discretionary. The services offered include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, educational seminars, and other services. The firm caters to pension plans and state or municipal government entities, with pension plans being the largest client type by accounts. The fee structure at Towers Watson Investment Services, Inc includes asset-based, hourly, fixed, and other fees. The firm maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, a pension consultant, and a commodity pool advisor.

Towers Watson Investment Services, Inc is registered in the states of California, Connecticut, Florida, Georgia, Illinois, Massachusetts, Michigan, Minnesota, Missouri, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington.

Assets Under Management

$51.4 billion

Number of Advisors

201

Disclosures

No

Office Location

233 South Wacker Drive
Chicago, IL 60606

Towers Watson Investment Services, Inc by the Numbers

Total Assets Under Management

$51.4 billion

National Average: $8.6 billion
Total Number of Employees

208

National Average: 64
Total Number of Accounts

123

National Average: 375,227
Average Account Size

$417.7 million

National Average: $23.0 thousand
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Products and Services

Towers Watson Investment Services, Inc provides a number of financial services, which can include portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, educational seminars, and other services. Notably, Towers Watson Investment Services, Inc did not provide financial planning services to any of its customers in the prior fiscal year. It is engaged in selling products or offering services apart from investment advisory services to its clients.

Core Advisor Services

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    Financial Planning Services

    This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

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    Portfolio Management

    This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

  • Offered by 0% of firms

    Market Timing Services

    This is the practice of attempting to make short-term profits on investments by buying low and selling high.

Other Services

  • Offered by 20% of firms

    Selection of Other Advisors

    This is the firm's assistance with choosing other advisors to work with who may have different specialties.

  • Offered by 3% of firms

    Publication of Periodicals

    This is the publication of various financial education materials.

  • Offered by 6% of firms

    Educational Seminars/Workshops

    This is the hosting of seminars or workshops to educate investors on financial concepts.

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Fee Structure

Fees for financial management usually depend on which services are provided. Fees charged by Towers Watson Investment Services, Inc can include some blend of the following fee structures: asset-based, hourly, fixed, or other.

Available

  • Offered by 69% of firms

    Percentage of Assets

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    This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

  • Offered by 21% of firms

    Hourly

    Show Explanation

    Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

  • Offered by 32% of firms

    Fixed

    Show Explanation

    Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

  • Offered by 10% of firms

    Other

    Show Explanation

    Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

Unavailable

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    Commissions

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    Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

  • Find one of the 26% of firms that offer this fee type

    Performance-based

    Show Explanation

    Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

  • Find one of the 0% of firms that offer this fee type

    Subscription

    Show Explanation

    Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

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Types of Clients

It caters to pension plans and state or municipal government entities. Out of its 2 clients, Towers Watson Investment Services, Inc's largest client type by number of accounts is pension plans.

Created with Highcharts 6.0.7
  • High-Net-Worth Individuals* - 0%
  • Other Individuals - 0%
  • Corporations - 100%
  • Charitable Organizations - 0%

* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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Disclosures

Towers Watson Investment Services, Inc does not have any disclosures.

Please visit its Form ADV for more details.

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Created with Highcharts 6.0.7
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Financial Advisors at Towers Watson Investment Services, Inc

Joseph Auger
Saint Louis, MO
Cole Jacobs
Atlanta, GA
Dana Brown
Atlanta, GA
Dakota Burke
Atlanta, GA
Travis Gaertner
Seattle, WA
Samarth Zaveri
Chicago, IL
Christy Loop
Alpharetta, GA
Benjamin Leach
Chicago, IL
Beau Morrison
Atlanta, GA

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The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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