Catherine Milano is a registered investment advisor at Wealth Watch Advisors, INC, based in Mission Viejo, CA, with 24 years of industry experience. Catherine 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
Mission Viejo, CA
Get directionsHistory
Regulatory History (5)
Financial
April 2016Financial
March 2016Employment Separation After Allegations
September 2012Customer Dispute
December 2009Customer Dispute
April 2001Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
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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.