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Donald Watson

Go Wealth Management
27 Years of Experience
Medford, OR
Sells Insurance
View SEC Summary
View SEC Summary

Donald Watson is a registered investment advisor at Go Wealth Management, based in Medford, OR, with 27 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 7 more. Their firm serves 519 clients with $210M in assets under management.

Go Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
519 clients
Average Client Portfolio
$402K average
Assets Under Management
$208.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, and fees are negotiable. Financial planning is included with investment management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Medford, OR

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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

Donald is an independent insurance agent selling fixed insurance products since 2010. This takes about 10-20% of his time.

Employment History
Current Registrations
Go Wealth Management
February 2018 - Present · 8 yrs 8 mos
Previous Registrations
Kw Securities CorporationBroker
March 2014 - October 2017 · 3 yrs 7 mos
Skyoak Wealth Management, INC.
July 2010 - February 2018 · 7 yrs 7 mos
Brokers International Financial Services, LLC.Broker
July 2010 - March 2014 · 3 yrs 8 mos
Resource Investment Architects, INC.
February 2010 - February 2011 · 1 yr
Investment Architects, INC.Broker
February 2010 - July 2010 · 5 mos
Edward Jones
April 2009 - January 2010 · 9 mos
Edward JonesBroker
March 2009 - January 2010 · 10 mos
UBS Financial Services INC.Broker
September 2007 - April 2009 · 1 yr 7 mos
State Farm Vp Management CORP.Broker
May 2006 - August 2007 · 1 yr 3 mos
Phoenix Equity Planning CorporationBroker
December 2004 - March 2006 · 1 yr 3 mos
M Holdings Securities, INC.
May 2004 - December 2004 · 7 mos
M Holdings Securities, INC.Broker
September 2000 - December 2004 · 4 yrs 3 mos
Mutual Service CorporationBroker
September 1998 - September 2000 · 2 yrs
State Registrations1 state
OR
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.
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