Donald Bizub
Donald Bizub is a registered investment advisor at Hg Wealth Partners LLC, based in Long Beach, CA, with 39 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, Investment Management, and 2 more. Their firm serves 15 clients with $4.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 1.50% |
The Annual asset-based fee charged for portfolio management services typically ranges from 0.50% to 2.00% (one-half percent to two percent) of assets under management. The exact percentage charged depends upon the nature and total dollar value of the account and is negotiable. Clients are hereby advised that lower fees for comparable services may be available from other sources.
Fee Estimator
Location
Long Beach, CA
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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 →Other Business ActivitiesSells Insurance
Donald sells life, health, and annuity insurance, dedicating minimal time to this activity. He also holds positions in several investment-related and non-investment related companies, including Hamilton Grant LLC, Ovest Insurance Services LLC, Advisors Clearing Network, Inc., Concept Holding Company, XEEN LLC, IKORA LLC, and HG Wealth Partners, LLC.
Employment History
Current Registrations
Hg Wealth Partners LLC
Hamilton Grant LLCBroker
Previous Registrations
Western International Securities
Financial West Investment Group, INC.
Financial West GroupBroker
Western International Securities
Myclearing.com, LLCBroker
Western International Securities, INC.Broker
Baraban 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.