Wealth Watch Advisors, Inc. is a registered investment advisor offering portfolio management, financial planning, and consulting services. Wealth Watch manages client portfolios primarily by utilizing approved third-party investment managers and model portfolios covering various asset classes, including mutual funds, exchange-traded funds, equities, bonds, options, and alternative investments. Financial planning and consulting services cover retirement planning, cash management, estate planning, and risk management, delivered through fixed or hourly fees. Wealth Watch does not participate in wrap fee programs and utilizes third-party custodians such as Charles Schwab Institutional and Nationwide for holding client assets. The firm also serves as the registered investment advisor of record for certain employer-sponsored retirement plans administered by John Hancock Retirement Plan Services.
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.