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.
17422 Oconnor Rd, San Antonio, TX, 78247
Get directionsBerry 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.