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.
402 E Sunterra Blvd, Suite 262, Fair Oaks Ranch, TX, 78015
Get directionsJason is an owner/investor in Cavalry Air Care, LLC, an HVAC and indoor air quality business, since 2022. He dedicates minimal time to this passive investment.