Donald Hafner is a registered investment advisor at Forty North Wealth, based in Glendale, CO, with 43 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 534 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forty North Wealth charges an annual fee based on the value of your portfolio. The maximum annual fee is 1.75%. The fee is calculated quarterly in advance. Fees are negotiable and may be waived at Forty North's discretion. Managed legacy positions are included within the standard investment management fee.
Location
650 South Cherry Street,, Suite 840, Glendale, CO, 80246
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Regulatory History (1)
Regulatory
July 1993Employment History
Current Registrations
Forty North Wealth
Previous Registrations
Sii Investments, INC.
Sii Investments, INC.Broker
Proequities, INC.Broker
Omnivest, INC.Broker
Women Securities InternationalBroker
Consolidated Investment Services, INC.Broker
Westlake Securities, INC.Broker
State Registrations2 states
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.