Donald Simmons
Donald Simmons is a CFP-designated registered investment advisor at Steward Advisors Group, LLC, based in Halfmoon, NY, with 34 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 84 clients with $61M 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 | 1.40% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 0.95% |
| $10M+ | 0.95% |
Fees negotiable for accounts over $10,000,001. For assets invested in private placements and alternative assets, the annual fee rate will be 1.50%.
Fee Estimator
Location
139 Meyer Road, Halfmoon, NY, 12065
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2016Other Business Activities
Donald is a shareholder at Steward Advisors Group, an RIA, dedicating about 10-20% of his time. He also holds board positions at LVP Advisors, LLC (RIA), Legacy Environmental Solutions, and Legacy Renewable Resources, spending minimal time on each.
Employment History
Current Registrations
Steward Advisors Group, LLC
Simmons Capital Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLCBroker
Linsco/private Ledger CORP.Broker
Mony Securities CORP.Broker
The Mutual Life Insurance Company of New YorkBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations3 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.