Marc Carlson
Marc Carlson is a registered investment advisor at Wealth Watch Advisors, INC, based in Austin, TX, with 9 years of industry experience. Marc 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
Austin, TX
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Regulatory History (1)
Criminal
May 2026Other Business ActivitiesSells Insurance
Marc is an insurance agent with Money U, LLC, selling insurance products. He also serves as CFO for Serengeti Trading, a coffee importer.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Solomon Group Financial Services, LLC
Solomon Group Financial Services, LLC
Blue Duck Wealth Management
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
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