William Watson
William Watson is a registered investment advisor at Wealth Watch Advisors, INC, based in San Ramon, CA, with 1 years of industry experience. William 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
12907 Alcosta Blvd, Suite A2, San Ramon, CA, 94583
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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 ActivitiesSells Insurance
William works as an agent and advisor for Shield Financial and is licensed as a life and annuity agent in California. He spends full-time meeting with clients to discuss life and annuity contracts in financial plans.
Employment History
Current Registrations
Wealth Watch Advisors, INC
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.