Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Watch charges fixed fees ($250-$5,000) or hourly fees ($100-$300) for financial planning services. Portfolio management fees range from 0.77% to 1.95% annually, calculated monthly based on the average daily balance. Discounted rates are available for larger households, but these discounts do not apply to assets invested in Howard Capital Management's Ultra Aggressive model or ZEGA Financial models. A technology fee of up to $40 is assessed annually per account.
Areas of Practice
Advisor Information
Office location
Jenks, OK
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cash is involved in several outside business activities. These include insurance sales through The Solomon Group Inc (about 10-20% of their time), pre-paid legal services, sales of Mona Vie, a real estate agency, apartment locating, handyman services, and a travel club. These activities take minimal time, except for insurance sales.