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James Austin Sanders

9 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

207 E San Antonio, Suite 203, New Braunfels, TX, 78130

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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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Other Business ActivitiesSells Insurance

James is a licensed insurance agent offering life insurance and annuities. He dedicates about half his time to this activity.

Employment History
Current Registrations
Wealth Watch Advisors, INC
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Edward Jones
February 2017 - August 2023 · 6 yrs 6 mos
Edward Jones Broker
September 2016 - August 2023 · 6 yrs 11 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.
James Austin Sanders - Financial Advisor | AdvisorDiscover