CV
CV

Christopher Veny

22 Years of Experience
Marine City, MI
1 DisclosureSells Insurance

Christopher Veny is a registered investment advisor at Wealth Watch Advisors, INC, based in Marine City, MI, with 22 years of industry experience. Christopher 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

202 Union Street, Marine City, MI, 48039

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History

Regulatory History (1)
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Regulatory
April 2020
Final
Other Business ActivitiesSells Insurance

Christopher offers annuity, life, and health insurance through various insurance carriers as an independent contractor.

Employment History
Current Registrations
Wealth Watch Advisors, INC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Securian Financial Services, INC.
May 2017 - September 2018 · 1 yr 4 mos
Securian Financial Services, INC.Broker
May 2017 - September 2018 · 1 yr 4 mos
VALIC Financial Advisors, INC.
March 2010 - May 2017 · 7 yrs 2 mos
VALIC Financial Advisors, INC.Broker
January 2010 - May 2017 · 7 yrs 4 mos
Ameriprise Financial Services, INC.Broker
November 2003 - January 2010 · 6 yrs 2 mos
Ids Life Insurance CompanyBroker
November 2003 - July 2006 · 2 yrs 8 mos
State Registrations1 state
MI
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.