Cash Matthews
Cash Matthews is a registered investment advisor at Wealth Watch Advisors, INC, based in Jenks, OK, with 30 years of industry experience. Cash operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 3,587 clients with $610M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Standard annual management fee ranges from 0.77% to 1.95%. Specialized models have separate fee structures (Howard Capital Ultra Aggressive ranges from 1.52% to 2.52%; ZEGA Financial models range from 1.02% to 2.02%; private placement funds range from 0.50% to 1.25%). Household asset discounts apply for eligible accounts.
Fee Estimator
Location
Jenks, OK
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cash is involved in several outside business activities. These include insurance sales through The Solomon Group Inc (about 10-20% of their time), pre-paid legal services, sales of Mona Vie, a real estate agency, apartment locating, handyman services, and a travel club. These activities take minimal time, except for insurance sales.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Solomon Group Financial Services, LLC
Solomon Group Financial Services, LLC
Blue Duck Wealth Management
Solomon Group Financial Services, LLC
Next Financial Group, INC.
Intersecurities, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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