Daniel Packard is a registered investment advisor at Wealth Watch Advisors, INC, based in Escondido, CA, with 11 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, 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
600 S Andreasen Dr., Suite D, Escondido, CA, 92029
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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
Daniel is an insurance agent, dedicating about 10-20% of his time to this activity. He also assists with Medi-Cal applications as a partner at Packard Senior Services (about half his time) and helps families with financial planning as a partner at Packard Advisory Services (nearly full-time).
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Consolidated Portfolio Review CORP
Cg Advisory Services
Wealth Watch Advisors, LLC
The Fidato Group LLC
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.