Shawn Mercer is a registered investment advisor at Wealth Watch Advisors, INC, based in Wichita, KS, with 10 years of industry experience. Shawn 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
801 East Douglas Avenue, Second Floor, Suite 723, Wichita, KS, 67202
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Ae Wealth Management, LLC
Advisersource.com
Advisersource.com
Jolliffe Capital, INC.
State Registrations1 state
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