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Watkins, George, Blanchard (Charlotte)


Watkins, George, Blanchard is a multi-state adviser based in Charlotte. It manages $422.73 thousand of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of North Carolina and Virginia.

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Watkins, George, Blanchard provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Watkins, George, Blanchard: assets under management

The assets under management (AUM) of Watkins, George, Blanchard is $422.73 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $422.73 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $211.37 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Watkins, George, Blanchard for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Charlotte

The principal office where Watkins, George, Blanchard performs its advisory services is located at 125 W Tremont Ave #503, Charlotte, NC 28203, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 757-619-0456. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.westwindwealth.com.


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