Donald Mattersdorff is a CFA-designated registered investment advisor at D. Mattersdorff LLC, based in Lake Oswego, OR, with 27 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, Investment Management, Real Estate Investing, Retirement Planning, and 1 more. Their firm serves 16 clients with $62M 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% |
Fees do not exceed 2% per year and are negotiable based primarily on the size of the client's assets.
Fee Estimator
Location
393 N. State Street, Lake Oswego, OR, 97034
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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 Activities
Donald is a trustee for two family trusts. He also works as an expert consultant for Bates Group, providing expert testimony in securities litigation, dedicating minimal time to this activity.
Employment History
Current Registrations
D. Mattersdorff LLC
State Registrations2 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.
Exams
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