Moneywatch Advisors

Overview

Moneywatch Advisors is an independent, privately owned registered investment adviser that has been registered with the SEC since 1986. The firm serves individual and family clients and positions itself as a capital allocator — managing discretionary portfolios and arranging access to third-party managers where appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees. Moneywatch Advisors does not identify as an active ESG investor and is not classified as a multi-state adviser in the available data.

Assets & Accounts

Public Holdings

Investments & Alternatives