AC
ChFC

Aaron Joseph Cormier

4 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

S Valley Hwy, 8310, Englewood, CO, 80112

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Wealth Watch Advisors, INC
August 2024 - Present · 1 yr 5 mos
Previous Registrations
Eagle Strategies LLC
October 2022 - August 2024 · 1 yr 10 mos
Nylife Securities LLCBroker
January 2021 - August 2024 · 3 yrs 7 mos
State Registrations3 states
CAMITX
Advisor
Exams
No exam information available for this advisor.