Raymond Oconnell
Raymond Oconnell is a registered investment advisor at Wealth Watch Advisors, INC, based in Ocala, FL, FL, with 21 years of industry experience. Raymond operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,533 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Watch Advisors manages your investments through third-party sub-advisors. The annual management fee ranges from 0.77% to 1.95% of your portfolio, calculated monthly based on the average daily balance. This fee covers Wealth Watch, the sub-advisor, and the registered investment representative. A technology fee of up to $40 per account is assessed annually. Discounted fees are available based on the total value of your household's managed assets. Fees are negotiable within the stated range.
Location
4545 SW 60th Ave, Box 771506, Ocala, FL, FL, 34477
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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
Raymond is a 100% owner and employee of Benefits Planning Corp, a fixed insurance brokerage, dedicating about a quarter of his time. He also works with O'Connell Associates as a real estate broker for personal investments, spending minimal time on this activity.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Wealth Watch Advisors, INC
Coppell Advisory Solutions LLC
Onyx Bridge Wealth Group LLC
Elite Investment Team LLC
Allegiant Asset Management L.L.C.
Altus Wealth Stragtegies, INC.
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State Registrations1 state
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