Jeffrey Keegan Martin

Wealth Watch Advisors, INC

13 Years of Experience

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Firm Information

Wealth Watch Advisors, INC

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.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningEducation PlanningInvestment Management

Advisor Information

Office location

Chandler, AZ

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Regulatory History (2)

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