Benjamin
Watson
Wealthtrust Asset Management, LLC
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About this Advisor
Benjamin Watson is a financial advisor based out of Destin, Florida with 1 year of industry experience. Watson is an advisor for Wealthtrust Asset Management, LLC. Over the course of their career, they have held roles at Club Corp. (Prestonwood Country Club), Puritan Financial Company, Hash House A Go Go, Innovative Estate Management, Peak American Financial, Stone Harbor Estate Management and Tamp Advisory Solutions. Watson maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in Texas. Wealthtrust Asset Management, LLC is a business headquartered in Destin, FL. The firm has offices in four locations and a total of nine financial advisors. It controls $154 million in total assets among its 654 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 654 client accounts, 21% belong to high-net-worth investors who have at least $1 million in assets available to invest. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Wealthtrust Asset Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthtrust Asset Management, LLC Brokerage Details
$153,727,770
9
654
$235,058
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Benjamin Watson Work History
Benjamin has been registered as a financial advisor for 1 years.*
Tamp Advisory Solutions
Stone Harbor Estate Management
Peak American Financial
Innovative Estate Management
Hash House A Go Go
Puritan Financial Company
Club Corp. (Prestonwood Country Club)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Benjamin Watson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthtrust Asset Management, LLC
Destin, FL
Destin, FL
Destin, FL
Destin, FL
Destin, FL
Keller, TX
Destin, FL
Plano, TX
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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