James Watts
James Watts is a registered investment advisor at Wealthcare Asset Management, LLC, based in Springfield, MO, with 27 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 502 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthCare Asset Management's annual fee for managing your investments will not exceed 3.00%. This fee is calculated based on the value of your account and billed quarterly in advance. Fees are negotiable. If a sub-advisor is used, you may pay additional fees not to exceed 0.85% annually.
Location
2847 S. Ingram Mill Road, Suite B102, Springfield, MO, 65804
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2017Regulatory
July 2016Other Business ActivitiesSells Insurance
James is an insurance agent with American Tax Strategies, LLC, operating as SavingYouTaxes.com, and spends about 10-20% of his time on business exit and legacy planning with WealthCare Corporation. He also owns Wattswood Farms, a livestock farm, Ingram Mill Investments, a commercial building, and Property Partners, LLC, a rental real estate company.
Employment History
Current Registrations
Wealthcare Asset Management, LLC
Previous Registrations
Regal Investment Advisors LLC
Wealthcare, LLC
Investment Consulting Group, INC.Broker
Investment Consulting Group, L.L.C.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Edward D. Jones & CO., L.P.Broker
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.