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Mark Vosika

Wealth Watch Advisors, INC
25 Years of Experience
Golden, CO
2 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Mark Vosika is a registered investment advisor at Wealth Watch Advisors, INC, based in Golden, CO, with 25 years of industry experience. Mark 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.

Wealth Watch Advisors, INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
54 advisors
Number of Clients
3,587 clients
Average Client Portfolio
$171K average
Assets Under Management
$612.4M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.95%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1746 Cole Blvd, Suite 225, Golden, CO, 80401

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2010
Settled
Customer Dispute
June 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Transamerica Financial Advisors, INC.
February 2014 - March 2016 · 2 yrs 1 mo
Client One Securities LLC
February 2013 - August 2013 · 6 mos
Client One Securities LLC
January 2013 - January 2013 · 0 mos
Sunset Financial Services, INC.
February 2012 - December 2012 · 10 mos
Sunset Financial Services, INC.
January 2012 - January 2012 · 0 mos
Securities America Advisors, INC.
January 2004 - December 2011 · 7 yrs 11 mos
Ffp Advisory Services INC
March 1999 - December 2003 · 4 yrs 9 mos
State Registrations1 state
CO
Advisor

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
No exam information available for this advisor.
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