Donald Chamberlin
Donald Chamberlin is a registered investment advisor at Foundations Investment Advisors LLC, based in St.Louis, MO, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
12444 Powerscourt Dr, #100, St.Louis, MO, 63131
Get directionsHistory
Regulatory History (2)
Regulatory
February 2008Employment Separation After Allegations
April 2003Other Business ActivitiesSells Insurance
Donald is a licensed insurance agent offering various fixed insurance products and receives commissions. He also owns The Chamberlin Group, providing tax planning, business consulting, and operating his advisory, tax, and insurance businesses, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Foundations Investment Advisors LLC
Previous Registrations
Prosperity Capital Advisors
Synergy Investment Group, LLCBroker
Berthel, Fisher & Company Financial Services, INC.Broker
Legacy Financial Services, INC.Broker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
Walnut Street Securities, INC.Broker
North American Financial Group, INC.Broker
Vestax Securities CorporationBroker
USA Financial Group, INC.Broker
Questor Financial ServicesBroker
Bnl Securities INC.Broker
State Registrations4 states
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.