Mark Vosika
Mark Vosika is a registered investment advisor at Wealth Watch Advisors, INC, based in Golden, CO, with 30 years of industry experience. Mark 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
1746 Cole Blvd, Suite 225, Golden, CO, 80401
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Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
June 2010Other Business ActivitiesSells Insurance
Mark is a fixed insurance sales agent selling life, health, property & casualty, and fixed annuities, dedicating about half of his time to this activity. He also owns rental property and is a power of attorney for a family member, dedicating minimal time to these activities. Mark is also the president of Golden Retirement Strategies Inc.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Client One Securities LLC
Client One Securities LLCBroker
Client One Securities LLC
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
Sunset Financial Services, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Ffp Advisory Services INC
Ffp Securities, INC.Broker
Washington Square Securities, INC.Broker
Wma Securities, INC.Broker
Intersecurities, INC.Broker
State Registrations1 state
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.