Towers Watson Investment Services, Inc

CRD#110473
Investment Advisor Firm

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Learn more about Towers Watson Investment Services, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Towers Watson Investment Services, Inc is a financial advisory company based in Arlington, Virginia. It oversees $63.3 billion in assets under management throughout 87 accounts, making it one of the biggest firms in the United States by assets under management (AUM). The company has a large group, including 192 financial advisors. Towers Watson Investment Services, Inc is not a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its own accounts as well as its customers' and instead has to go through a broker-dealer firm to do so. Securities are tradable fiscal investments like equities, options and bonds.

    Towers Watson Investment Services, Inc oversees the majority of the firm's client assets on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by a portfolio manager without needing to seek client permission. It also oversees six non-discretionary accounts totaling $21.1 billion in AUM. The advisory firm oversees an average of $727.5 million for every client account. An average financial advisor at Towers Watson Investment Services, Inc manages fewer than one client account, making it one of the most personalized firms in the country.

    The company's central office is located at 800 N. Glebe Road, Arlington, Virginia 22203. The firm is registered to serve investors across 17 U.S. states and territories.

    Assets Under Management

    $63.3 billion

    Number of Advisors

    192

    Disclosures

    No

    Office Location

    800 N. Glebe Road
    Arlington, VA 22203

    Towers Watson Investment Services, Inc by the Numbers

    Total Assets Under Management

    $63.3 billion

    National Average: $8.6 billion
    Total Number of Employees

    198

    National Average: 64
    Total Number of Accounts

    87

    National Average: 375,227
    Average Account Size

    $727.5 million

    National Average: $23.0 thousand
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    Products and Services

    Towers Watson Investment Services, Inc offers a variety of financial services, which can consist of 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 company does not sell products or offer services apart from investment advisory services to its investment advisory customers. The firm is affiliated with one or more other companies in the financial services industry, including with a broker-dealer or securities dealer, insurance company or agency, pension consultant and commodity pool advisor.

    Core Advisor Services

    • Find a firm that offers this service

      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.

    • Find a firm that offers this service

      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

    A financial advisor's fees usually are based on which services the firm provides the client. However, fees charged by Towers Watson Investment Services, Inc can be comprised of any combination of the following fee types: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Towers Watson Investment Services, Inc.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      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

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      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

    The company provides services to pension plans and state or municipal government entities. Out of its 87 customers, Towers Watson Investment Services, Inc's largest client type by number of accounts is pension plans. Just 3% of its clients reside abroad.

    • 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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    Financial Advisors at Towers Watson Investment Services, Inc

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

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    The content in this profile was updated by SmartAsset on 4/16/2023. 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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