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Berry Burkhart

Wealth Watch Advisors, INC
8 Years of Experience
San Antonio, TX
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Berry Burkhart is a registered investment advisor at Wealth Watch Advisors, INC, based in San Antonio, TX, with 8 years of industry experience. Berry 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.

Wealth Watch Advisors, INC
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
—
View Full SEC Brochure

Location

17422 Oconnor Rd, San Antonio, TX, 78247

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2019
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Berry is the owner and CPA of a tax practice, Burkhart, Peterson & Company, PLLC, dedicating nearly full-time hours to it. Berry is also a part owner and insurance agent at BPC Insurance Agency, LLC, and a part owner of BPC Real Estate of Texas, LLC, spending a few hours per week on each.

Employment History
Current Registrations
Wealth Watch Advisors, INC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Whitney Financial Strategies, LLC
May 2018 - December 2019 · 1 yr 7 mos
Burkhart Peterson Investment Advisory, LLC
September 2017 - December 2017 · 3 mos
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.
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