Donald Wiscomb
Donald Wiscomb is a registered investment advisor at Dynamic, based in Salt Lake City, UT, with 42 years of industry experience. Donald 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 5,484 clients with $5.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Dynamic's investment advisory fees can range up to 2.25% annually, depending on the investment strategy's complexity and the account size. Larger accounts or less complex strategies may have lower fees. More complex situations, like multiple investment objectives or aggressive growth strategies, may incur higher fees. Fees are negotiable and vary among financial advisors. Some advisors may establish minimum fees, potentially exceeding 2.25% annually. Clients with margin accounts are subject to fees on the additional assets resulting from the use of margin.
Location
2150 South 1300 East, Suite 110, Salt Lake City, UT, 84106
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Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Donald is an independent insurance agent selling various insurance and annuity products, dedicating minimal time to this activity. He also manages art purchases, is a silent member of Evotics LLC, a member of J&D Enterprises LLC, a silent partner in Order with Ease, and co-owns Sun Valley Property LLC with his wife; none of these activities are investment-related.
Employment History
Current Registrations
Dynamic
Previous Registrations
Crown Capital Securities, L.P.Broker
Yellowstone Partners
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
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.