Wealth Watch Advisors offers investment management through third-party sub-advisors and financial planning services. Financial planning covers areas like cash management, retirement, education funding, and estate planning. Wealth Watch tailors its services to each client's needs and goals. Wealth Watch does not have custody of client funds.
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.