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The fee is billed in arrears and has a $10,000 annual minimum.","source":"ADV BROCHURE 3/31/2026, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Waters, Parkerson & Co. use?","answer":"Waters, Parkerson & Co.’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.69B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 26 May 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Waters, Parkerson & Co. have?","answer":"Waters, Parkerson & Co. has 6 investment adviser representatives registered with state securities authorities, out of 12 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Waters, Parkerson & Co. invest in?","answer":"At the end of its last fiscal year, Waters, Parkerson & Co.’s separately managed accounts held 70% exchange-traded equities, 11% investment grade corporate bonds, 7% cash and equivalents, 5% state and local bonds, 5% registered funds (mutual funds, ETFs, BDCs) and 2% U.S. government and agency bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Waters, Parkerson & Co.?","answer":"Waters, Parkerson & Co.’s direct owners are David Pointer, Michael Whealdon, Jonathan Montgomery, Devin Wakeman and Lee Eagan, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 26 May 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Waters, Parkerson & Co. get paid?","answer":"Waters, Parkerson & Co. is paid through a percentage of assets under management and fixed fees. 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