Donald Reiman is a CFP, ChFC-designated registered investment advisor at Echelon Group, based in Boise, ID, with 41 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, High Net Worth, Investment Management, and 2 more. Their firm serves 70 clients with $100M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.15% |
Fees may vary and be negotiated based on the size of the account, complexity of the portfolio, familial relationship, extent of activity in the account, etc.
Fee Estimator
Location
405 West Myrtle Street, #100, Boise, ID, 83702
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 ActivitiesSells Insurance
Donald is involved in several business activities, including consulting and speaking based on his book, being a member of DML Heating and Cooling, and acting as President of Echelon Group, Inc. He also volunteers as a director at Bogus Basin and provides flights for medical patients.
Employment History
Current Registrations
Echelon Group
Previous Registrations
Osaic Wealth, INC.Broker
Arbor Point Advisors
Securities America, INC.Broker
Kms Financial Services, INC
Echelon Group
Kms Financial Services, INC.Broker
Princor Financial Services CorporationBroker
Nylife Securities INC.Broker
Chubb Securities CorporationBroker
The O.N. Equity Sales CompanyBroker
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.