George Wells
George Wells is a registered investment advisor at Wealth Watch Advisors, INC, based in Clarkston, MI, with 17 years of industry experience. George 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
Clarkston, MI
Get directionsHistory
Regulatory History (4)
Customer Dispute
October 2020Customer Dispute
June 2020Customer Dispute
April 2019Customer Dispute
November 2018Other Business ActivitiesSells Insurance
George is the owner of Family 1st Financial dba Legacy of America, dedicating about a quarter of his time to this investment-related activity. Legacy of America is a DBA subsidiary of Family 1st Financial Insurance.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Wealth Watch Advisors, INC
Cirrus Capital LLC
Fundteq
Versaille Capital Advisors, LLC
Brookstone Capital Management LLC
Brookstone Capital Management LLC
State Registrations3 states
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.