MS
MS

Michael Strong

17 Years of Experience
Wheat Ridge, CO
Sells Insurance

Michael Strong is a registered investment advisor at Wealth Watch Advisors, INC, based in Wheat Ridge, CO, with 17 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
52 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

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.

Loading...

Location

Wheat Ridge, CO

Get directions

History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Michael owns Strong Financial, Inc., offering financial and retirement planning services, and Personal Benefit Services Fed Training LLC, which conducts seminars for federal employees. He also works as a wholesaler for Alpha Solutions Management, marketing fixed products to insurance and registered representatives, dedicating about half of his time to this role.

Employment History
Current Registrations
Wealth Watch Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Gradient Advisors, LLC
March 2019 - January 2023 · 3 yrs 10 mos
Curian Capital, LLC
February 2013 - March 2016 · 3 yrs 1 mo
Jackson National Life Distributors LLCBroker
January 2006 - April 2018 · 12 yrs 3 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.