Donald Felty is a ChFC-designated registered investment advisor at Donald Felty, LLC, based in Fairfield Township, OH, with 26 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 40 clients with $11M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Donald Felty LLC charges a negotiable annual fee based on the value of your portfolio. The fee is paid monthly.
The standard fee ranges are:
Preferred Client 1 (Current Status)
- 1.00% on the first $100,000
- 0.75% on the amount from $100,000 to $250,000
- 0.70% on the amount from $250,000 to $500,000
- 0.65% on the amount from $500,000 to $1,000,000
- 0.50% on the amount from $1,000,000 to $2,000,000
- 0.45% on the amount over $2,000,000
Prior to 2020 Preferred Client Status
- 1.25% on the first $100,000
- 1.00% on the amount from $100,000 to $250,000
- 0.95% on the amount from $250,000 to $500,000
- 0.90% on the amount from $500,000 to $1,000,000
- 0.75% on the amount from $1,000,000 to $2,000,000
- 0.70% on the amount over $2,000,000
Location
Fairfield Township, OH
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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 →Employment History
Current Registrations
Donald Felty, LLC
State Registrations2 states
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