JM

Jason Anthony Madero

8 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

402 E Sunterra Blvd, Suite 262, Fair Oaks Ranch, TX, 78015

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Regulatory History (2)
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Criminal
March 2012
Final Disposition
Criminal
September 2001
Final Disposition
Other Business Activities

Jason 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.

Employment History
Current Registrations
Wealth Watch Advisors, INC
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Nylife Securities LLCBroker
July 2016 - October 2022 · 6 yrs 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.