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Benton Randle

12 Years of Experience
Spicewood, TX
Sells Insurance

Benton Randle is a registered investment advisor at Wealth Watch Advisors, INC, based in Spicewood, TX, with 12 years of industry experience. Benton 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

Spicewood, TX

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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.

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Other Business ActivitiesSells Insurance

Benton is a licensed insurance agent who earns commissions from selling insurance products. He also works as an agent for Legal Shield, dedicating a few hours per week.

Employment History
Current Registrations
Wealth Watch Advisors, INC
October 2020 - Present · 6 yrs
Previous Registrations
Solomon Group Financial Services, LLC
January 2020 - December 2020 · 11 mos
Solomon Group Financial Services, LLC
March 2017 - December 2019 · 2 yrs 9 mos
Blue Duck Wealth Management
September 2016 - April 2017 · 7 mos
Solomon Group Financial Services, LLC
November 2013 - December 2016 · 3 yrs 1 mo
State Registrations1 state
TX
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.