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Andrew Arehart

30 Years of Experience

Andrew Arehart is a registered investment advisor at Wealth Watch Advisors, INC, based in medina, OH, with 30 years of industry experience. Andrew 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

medina, OH

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Andrew provides pension-related services through Clinical 403b Retirement, dedicating a significant portion of his time to this investment-related activity. He also offers consulting services as an agent for Metro Public Adjustment Inc., spending about 10-20% of his time on this non-investment related activity.

Employment History
Current Registrations
Wealth Watch Advisors, INC
June 2020 - Present · 5 yrs 10 mos
Previous Registrations
Money Concepts Advisory Service
January 2017 - June 2020 · 3 yrs 5 mos
Money Concepts Capital CORPBroker
January 2017 - June 2020 · 3 yrs 5 mos
LPL Financial LLCBroker
September 2013 - January 2017 · 3 yrs 4 mos
LPL Financial LLC
September 2013 - January 2017 · 3 yrs 4 mos
Firstmerit Advisors, INC.
July 2013 - September 2013 · 2 mos
Firstmerit Financial Services, INCBroker
July 2013 - September 2013 · 2 mos
PNC Investments
February 2011 - July 2013 · 2 yrs 5 mos
PNC InvestmentsBroker
February 2011 - July 2013 · 2 yrs 5 mos
AXA Advisors, LLCBroker
July 2003 - February 2011 · 7 yrs 7 mos
AXA Advisors, LLC
July 2003 - February 2011 · 7 yrs 7 mos
Financial Network Group LTD
November 2002 - August 2003 · 9 mos
Royal Alliance Associates, INC.Broker
July 2002 - August 2003 · 1 yr 1 mo
AXA Advisors, LLCBroker
December 1995 - July 2002 · 6 yrs 7 mos
The Equitable Life Assurance Society of the United StatesBroker
December 1995 - January 2000 · 4 yrs 1 mo
State Registrations1 state
OH
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.
Andrew Arehart - Financial Advisor | TrueAdvisor