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Donald Yacktman

20 Years of Experience
Austin, TX

Donald Yacktman is a registered investment advisor at Yacktman Asset Management LP, based in Austin, TX, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 797 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
797 clients
Average Client Portfolio
$16.6M average
Assets Under Management
$13.2B

Fee Structure

Minimum Investment:$100M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100.0M1.00%
$100M+1.00%

Fees above $100 million are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

6300 Bridge Point Parkway, Building 1 Suite 500, Austin, TX, 78730-5073

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History

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.

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Other Business Activities

Donald is an advisor to NetZeroImpact LLC, a private technology company, providing independent financial and strategic advice. This activity takes about 10% of Donald's time.

Employment History
Current Registrations
Yacktman Asset Management LP
July 2012 - Present · 13 yrs 10 mos
Previous Registrations
Yacktman Asset Management CO
September 2005 - June 2012 · 6 yrs 9 mos
State Registrations1 state
TX
Advisor

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.

Exams
No exam information available for this advisor.