Donald Schellhammer
Donald Schellhammer is a registered investment advisor at North Compass Financial Advisors, LLC, based in Grand Rapids, MN, with 17 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 193 clients with $93M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 1.25% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.75% |
Fees are negotiable and may vary between 0.75% and 1.25% based on various factors. Ameritas variable annuity accounts are generally subject to an annual fee of 0.75%.
Fee Estimator
Location
21 NE 5th Street, Suite 301, Grand Rapids, MN, 55744
Get directionsHistory
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 Activities
Donald is affiliated with North Compass Financial Advisors LLC as an RIA. He also founded Cycle of the Vine.org, a wine education and tasting affinity club, and works as a freelance author and product development consultant for Sutherland Financial Corporation, dedicating about 10-20% of his time to each of these ventures.