Jason Madero
Jason Madero is a registered investment advisor at Wealth Watch Advisors, INC, based in Fair Oaks Ranch, TX, with 9 years of industry experience. Jason 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
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
Location
402 E Sunterra Blvd, Suite 262, Fair Oaks Ranch, TX, 78015
Get directionsHistory
Regulatory History (2)
Criminal
March 2012Criminal
September 2001Other Business Activities
Jason is an owner/investor in Cavalry Air Care, LLC, an HVAC and indoor air quality business, since 2022. He dedicates minimal time to this passive investment.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Nylife Securities LLCBroker
State Registrations1 state
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
More Advisors
- Mark Stawarz, CFPLPL Financial LLC
- Joseph Montanaro, CFPGap Financial Services or Gap Financial
- Douglas Richardson, CFPFair Oaks Financial LLC
- Edward Jaax, CFPTactive Advisors, LLC