Donald Lyman Watson

Go Wealth Management

26 Years of Experience

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Firm Information

Go Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

9 advisors

Number of Clients

446 clients

Average Client Portfolio

$371K average

Assets Under Management

$165.6M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Hourly Rate:Up to $265/hr

Investment management fees are based on an annual percentage of assets under management, billed quarterly in advance. The maximum annual investment advisory fee is 2.00%, but fees may be negotiable. Financial planning fees are included in the investment management fees. Consulting fees are negotiated up to $265/hour. This firm does not have a minimum initial account value.

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

Medford, OR

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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.