Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
371 clients
Average Client Portfolio
$589K average
Assets Under Management
$218.5M

Fee Structure

Minimum Investment:$100K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.80%
$5M+0.60%

Fees may be negotiable on a client-by-client basis.

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

Location

8825 Perimeter Park Boulevard, Suite 304, Jacksonville, FL, 32216

Get directions

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.

Learn about disclosures →
Other Business Activities

Don is a Vice President at Imperial Distributors of Florida, Inc., a storage facility, dedicating minimal time to this role. He also owns a vacation rental property, spending no time on its management.

Employment History
Current Registrations
Trustwell Financial Advisors, LLC
February 1991 - Present · 35 yrs
State Registrations4 states
FLGANCTX
Advisor
Exams
No exam information available for this advisor.