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Sean Hughes

11 Years of Experience
Schaumburg, IL
Sells Insurance

Sean Hughes is a registered investment advisor at Wealth Watch Advisors, INC, based in Schaumburg, IL, with 11 years of industry experience. Sean 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.

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Location

1900 E Golf Rd, Suite 950, Schaumburg, IL, 60173

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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

Sean is an independent insurance agent selling Medicare, life, and annuity products. This takes about a quarter of his time, including time during trading hours.

Employment History
Current Registrations
Wealth Watch Advisors, INC
May 2021 - Present · 5 yrs
Previous Registrations
Foundations Investment Advisors LLC
January 2018 - June 2021 · 3 yrs 5 mos
Brookstone Capital Management LLC
April 2015 - June 2016 · 1 yr 2 mos
Ameriprise Financial Services, INC.
April 2012 - July 2014 · 2 yrs 3 mos
State Registrations1 state
IL
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.
Sean Hughes - Financial Advisor | TrueAdvisor