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ChFC
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ChFC

Donald White

Collaborative Wealth
41 Years of Experience
Stuart, FL
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Donald White is a ChFC-designated registered investment advisor at Collaborative Wealth, based in Stuart, FL, 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 Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 937 clients with $650M in assets under management.

Collaborative Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
937 clients
Average Client Portfolio
$697K average
Assets Under Management
$653.3M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Maximum advisory fee is 2.50% and typical fees range from 0.25% to 2.50%. Fees are negotiable based on account size, family relationships, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1805 S. Kanner Hwy, Stuart, FL, 34994

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Settled
Customer Dispute
June 1998
Denied
Customer Dispute
December 1993
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald is involved in several business activities, including non-variable insurance, Treasure Coast Financial Services Inc. (DBA for LPL business), Love Without Boundaries Inc. (as Treasurer), and Collaborative Wealth (as an independent investment advisor, taking about half his time). He also has a DBA for LPL business called Collaborative Wealth Treasure Coast, spending about a quarter of his time.

Employment History
Current Registrations
Collaborative Wealth
November 2018 - Present · 7 yrs 11 mos
Previous Registrations
LPL Financial LLCBroker
February 2018 - March 2026 · 8 yrs 1 mo
LPL Financial LLC
February 2018 - March 2019 · 1 yr 1 mo
Invest Financial Corporation
July 2007 - February 2018 · 10 yrs 7 mos
Invest Financial CorporationBroker
July 2007 - February 2018 · 10 yrs 7 mos
Treasure Coast Financial Services
April 1999 - December 2007 · 8 yrs 8 mos
Mutual Service Corporation
February 1995 - July 2007 · 12 yrs 5 mos
Mutual Service CorporationBroker
February 1995 - July 2007 · 12 yrs 5 mos
Pruco Securities CorporationBroker
July 1988 - April 1995 · 6 yrs 9 mos
Shearson Lehman Hutton INC.Broker
February 1988 - March 1988 · 1 mo
Prudential Securities IncorporatedBroker
February 1988 - August 1995 · 7 yrs 6 mos
E. F. Hutton & Company INCBroker
January 1986 - February 1988 · 2 yrs 1 mo
Bnl Securities INC.Broker
March 1985 - February 1986 · 11 mos
State Registrations1 state
FL
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.
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