Larry's professional experience and educational background are well-suited to his role as a trusted, independent, Fiduciary Financial Advisor.
He holds Master of Business Administration and Bachelor of Science degrees from the University of Arkansas.
Larry furthered his education through the CFA Institute, attaining the Chartered Financial Analyst (CFA®) charter holder designation.
Additionally, Larry holds the distinction of Certified Plan Fiduciary (CPFA), for qualified advisors to employer-sponsors of employees' 401(k) plans.
Watts Wealth Management (WWM) is an independent investment advisory firm, serving clients as a fiduciary. We provide asset management and financial planning services for individuals and families and advisory services for employer-sponsors of 401(k) plans. WWM does not invest in commission products and always acts in the best interest of clients.
General Information |
| Firm Start Year: | 1924 | |
| Number of Years with Current Firm: | 4 |
| Work Experience: | Larry has forty years of experience working in the financial services industry. During the last seven years, his activities have focused exclusively on providing advice and services for individual clients and for employer sponsors of employee 401(k) plans. His prior experience includes advising bank-employed advisors; analytical responsibilities in corporate finance; 20 years providing advice for professional investment managers and analysts in New York City. |
| Work with the following types of clients: | Individual Investors, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Financial Planning for Individuals, Estate Planning & Trusts |
Services |
| Investment Types: | Stocks, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Mutual Funds |
| Can meet clients in the following ways: | Our Office, Phone, Email, Your Office, Your Home, Video Conference |
Firm Information |
| Advisor's Number of Clients: | 35 |
| Advisor's Number of Managed Clients: | 35 |
| Assets Managed by Advisor: | $35mm |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $200,000 |
| Compensation Methods: | Based on Assets, Commissions |
| Fee % Based on Assets: | 1.0-1.25 |
Education |
| Master of Business Administration / Bachelor of Science - Business; Finance; Marketing | University of Arkansas
- Fayetteville, AR 1975-1982 |
Financial Services |
| Portfolio Management
Our investment management process utilizes a combination of active and passive strategies, which include stocks and bonds, Exchange Traded Funds (ETFs), mutual funds, and alternatives. Every portfolio is tailored to the individual client objectives and characteristics. |
| 401K Rollovers
We can facilitate rollovers from your 401(k) Plan to a traditional IRA, maintaining the tax-deferred status of your retirement funds. |
| Retirement Planning
Financial Planning is an important element of the investment process. Our financial planning model identifies and integrates all aspects of your financial profile, including assets, liabilities, income and expenses and more. The process results in detailed estimates of your financial profile for each year, and calculates the probability of your financial well-being, throughout retirement. |
| Wealth Management
Our investment management process always begins with you, the client. We discuss what is important to you to gain a full understanding of your situation and circumstances, including your complete financial profile. We will discuss your investment objectives, risk tolerance, time horizon and other important factors, before recommending a suitable investment strategy. Our clients know that Watts Wealth Management is always focused on their best interest, as a fiduciary |
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Arkansas statewide |
 |