BB

Berry Shotah Burkhart

7 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

17422 Oconnor Rd, San Antonio, TX, 78247

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Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2019
Other Business ActivitiesSells Insurance

Berry is the owner and CPA of a tax practice, Burkhart, Peterson & Company, PLLC, dedicating nearly full-time hours to it. Berry is also a part owner and insurance agent at BPC Insurance Agency, LLC, and a part owner of BPC Real Estate of Texas, LLC, spending a few hours per week on each.

Employment History
Current Registrations
Wealth Watch Advisors, INC
September 2019 - Present · 6 yrs 4 mos
Previous Registrations
Whitney Financial Strategies, LLC
May 2018 - December 2019 · 1 yr 7 mos
Burkhart Peterson Investment Advisory, LLC
September 2017 - December 2017 · 3 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
Berry Shotah Burkhart - Financial Advisor | AdvisorDiscover