Christopher Veny
Christopher Veny is a registered investment advisor at Wealth Watch Advisors, INC, based in Marine City, MI, with 22 years of industry experience. Christopher 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
202 Union Street, Marine City, MI, 48039
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Regulatory History (1)
Regulatory
April 2020Other Business ActivitiesSells Insurance
Christopher offers annuity, life, and health insurance through various insurance carriers as an independent contractor.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.