Wealth Watch Advisors, INC
Assets Under Management
$473.7M
Number of Clients
3,533
Number of Advisors
42
Average Client AUM
$134K
AUM per Advisor
$11.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Watch Advisors offers investment supervisory services through third-party managers and financial planning services. They tailor services to individual client needs and offer a discounted fee schedule based on household assets. They manage both discretionary and non-discretionary assets.
Fee Structure
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
Location
S Valley Hwy, 8310, Englewood, CO, 80112