CV

Christopher Shawn De Veny

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $300/hr

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
Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningInvestment Management
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Advisor Information

Office location

202 Union Street, Marine City, MI, 48039

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Regulatory History (1)
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Regulatory
April 2020
Final
Other Business ActivitiesSells Insurance

Christopher offers annuity, life, and health insurance through various insurance carriers as an independent contractor.

Employment History
Current Registrations
Wealth Watch Advisors, INC
September 2018 - Present · 7 yrs 4 mos
Previous Registrations
Securian Financial Services, INC.Broker
May 2017 - September 2018 · 1 yr 4 mos
Securian Financial Services, INC.
May 2017 - September 2018 · 1 yr 4 mos
VALIC Financial Advisors, INC.
March 2010 - May 2017 · 7 yrs 2 mos
VALIC Financial Advisors, INC. Broker
January 2010 - May 2017 · 7 yrs 4 mos
Ameriprise Financial Services, INC. Broker
November 2003 - January 2010 · 6 yrs 2 mos
Ids Life Insurance CompanyBroker
November 2003 - July 2006 · 2 yrs 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Christopher Shawn De Veny - Financial Advisor | AdvisorDiscover