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.
207 E San Antonio, Suite 203, New Braunfels, TX, 78130
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Learn about disclosures →James is a licensed insurance agent offering life insurance and annuities. He dedicates about half his time to this activity.