AA
AA

Andrew Arehart

30 Years of Experience
medina, OH

Andrew Arehart is a registered investment advisor at Wealth Watch Advisors, INC, based in medina, OH, with 30 years of industry experience. Andrew 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
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
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Location

medina, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew provides pension-related services through Clinical 403b Retirement, dedicating a significant portion of his time to this investment-related activity. He also offers consulting services as an agent for Metro Public Adjustment Inc., spending about 10-20% of his time on this non-investment related activity.

Employment History
Current Registrations
Wealth Watch Advisors, INC
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Money Concepts Advisory Service
January 2017 - June 2020 · 3 yrs 5 mos
Money Concepts Capital CORPBroker
January 2017 - June 2020 · 3 yrs 5 mos
LPL Financial LLCBroker
September 2013 - January 2017 · 3 yrs 4 mos
LPL Financial LLC
September 2013 - January 2017 · 3 yrs 4 mos
Firstmerit Advisors, INC.
July 2013 - September 2013 · 2 mos
Firstmerit Financial Services, INCBroker
July 2013 - September 2013 · 2 mos
PNC Investments
February 2011 - July 2013 · 2 yrs 5 mos
PNC InvestmentsBroker
February 2011 - July 2013 · 2 yrs 5 mos
AXA Advisors, LLCBroker
July 2003 - February 2011 · 7 yrs 7 mos
AXA Advisors, LLC
July 2003 - February 2011 · 7 yrs 7 mos
Financial Network Group LTD
November 2002 - August 2003 · 9 mos
Royal Alliance Associates, INC.Broker
July 2002 - August 2003 · 1 yr 1 mo
AXA Advisors, LLCBroker
December 1995 - July 2002 · 6 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1995 - January 2000 · 4 yrs 1 mo
State Registrations1 state
OH
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.