GD
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Gerald Donner
37 Years of Experience
Siloam Springs, AR
1 Disclosure
Gerald Donner is a registered investment advisor at Auxarc Asset Management Company, based in Siloam Springs, AR, with 37 years of industry experience. Gerald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 61 clients with $9.7M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
61 clients
Average Client Portfolio
$159K average
Assets Under Management
$9.7M
Fee Structure
Minimum Investment:$500
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Individual fees are negotiable based on the complexity of management requirements.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
106 W. Tulsa, Siloam Springs, AR, 72761
Get directionsHistory
Regulatory History (1)
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Regulatory
August 2018Final
Employment History
Current Registrations
Auxarc Asset Management Company
June 2010 - Present · 15 yrs 11 mos
Previous Registrations
LPL Financial Corporation
April 2000 - June 2010 · 10 yrs 2 mos
LPL Financial CorporationBroker
March 2000 - June 2010 · 10 yrs 3 mos
A. G. Edwards & Sons, INC.Broker
August 1988 - March 2000 · 11 yrs 7 mos
State Registrations2 states
AROK
Advisor
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
No exam information available for this advisor.