Daniel Watkins is a registered investment advisor at Thirteen Twenty-Two Advisors, based in Tyler, TX, with 6 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1058 Asher Way, Ste. 100, Tyler, TX, 75703
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Daniel works as a tax preparer for Caprock Tax and Advisory Services LLC, dedicating about 10-20% of his time. He also operates Thirteen Twenty-Two Advisors as a DBA for his LPL business, spending about a quarter of his time on it.
Employment History
Current Registrations
Thirteen Twenty-Two Advisors
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations8 states
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