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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 893 clients with $560M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Collaborative Wealth Management's fee for managing your investments is a percentage of the value of your portfolio. The maximum fee is 2.50% per year, but the actual fee you pay will typically range from 0.25% to 2.50% and is negotiable. The fee depends on the amount of assets managed, family relationships, professionals servicing the accounts, and the range of services provided. Fees are deducted from your account monthly or quarterly.
Location
1805 S. Kanner Hwy, Stuart, FL, 34994
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2009Customer Dispute
June 1998Customer Dispute
December 1993Other 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
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Treasure Coast Financial Services
Mutual Service Corporation
Mutual Service CorporationBroker
Pruco Securities CorporationBroker
Shearson Lehman Hutton INC.Broker
Prudential Securities IncorporatedBroker
E. F. Hutton & Company INCBroker
Bnl Securities 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.