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Benton Randle

12 Years of Experience
Sells Insurance

Benton Randle is a registered investment advisor at Wealth Watch Advisors, INC, based in Spicewood, TX, with 12 years of industry experience. Benton 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

Spicewood, TX

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Benton is a licensed insurance agent who earns commissions from selling insurance products. He also works as an agent for Legal Shield, dedicating a few hours per week.

Employment History
Current Registrations
Wealth Watch Advisors, INC
October 2020 - Present · 5 yrs 6 mos
Previous Registrations
Solomon Group Financial Services, LLC
January 2020 - December 2020 · 11 mos
Solomon Group Financial Services, LLC
March 2017 - December 2019 · 2 yrs 9 mos
Blue Duck Wealth Management
September 2016 - April 2017 · 7 mos
Solomon Group Financial Services, LLC
November 2013 - December 2016 · 3 yrs 1 mo
State Registrations1 state
TX
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.