Wealth Watch Advisors Client Contacts

All fillable forms below are available to send via Docusign in Fusion.

*Represents contracts that are always required prior to trading. The remaining forms are optional depending on the way the account is being invested.

Signatures on the forms below only need to be collected once per account owner per household.

Fillable PDFs & Instructions

  • *Investment Advisory Agreement Establishes fee and contract terms on Managed accounts. One signature required by each account owner per household prior to opening accounts and transferring assets.
  • *Risk Assessment Disclosure Each client is required to complete a risk assessment using an approved software. This form is required to acknowledge the survey was completed, to sign off on the results, and agree to various trading disclosures. The survey process should be completed prior to controlling client assets and this form should be sent out with all new business paperwork. This form is required prior to trading an account.
  • Non-Managed Investment Advisory Agreement Establishes fee and contract terms on Non-Managed accounts. One signature required by each account owner per household prior to opening accounts and transferring assets.
  • HCM Ultra Aggressive Disclosures & Fee Supplement Establishes a higher overall fee when investing in the HCM Ultra Aggressive model as compared to our normal maximum fee. Required in addition to the normal Investment Advisory Agreement for any client investing in this model. Model must be in a separate and standalone account.
  • CIM Opportunity Zone Disclosures Required prior to purchasing a CIM Opportunity Zone fund. See CIM page for details.
  • Bluerock Disclosures Required prior to trading into the WWA Bluerock model. This model must be in a separate and standalone account.
  • ZEGA Financial Disclosures & Fee Supplement Establishes a higher overall fee when investing in ZEGA Financial models with "Option & Margin" in the title as compared to our normal maximum fee. Required in addition to the normal Investment Advisory Agreement for any client investing in these models. Models must be in separate and standalone accounts. ZEGA ETF models do not need this disclosure.
  • Bitcoin ETF Disclosures Required prior to trading into any model containing a Bitcoin ETF. This model can be sleeved together with other models in the same account.