Berry Burkhart
Berry Burkhart is a registered investment advisor at Wealth Watch Advisors, INC, based in San Antonio, TX, with 8 years of industry experience. Berry 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
17422 Oconnor Rd, San Antonio, TX, 78247
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Regulatory History (1)
Employment Separation After Allegations
December 2019Other Business ActivitiesSells Insurance
Berry is the owner and CPA of a tax practice, Burkhart, Peterson & Company, PLLC, dedicating nearly full-time hours to it. Berry is also a part owner and insurance agent at BPC Insurance Agency, LLC, and a part owner of BPC Real Estate of Texas, LLC, spending a few hours per week on each.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Whitney Financial Strategies, LLC
Burkhart Peterson Investment Advisory, LLC
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.