Donald Silberman
Donald Silberman is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 37 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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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 the CEO/CFO of Sheps Acres, a small-scale cattle ranching operation. This activity, which is not investment-related, requires a few hours per week.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Innovation Partners LLC
Innovation Partners LLCBroker
Previous Registrations
Innovation Partners LLC
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Capital Financial Services, INC.
Capital Financial Services, INC.Broker
Empire Investment Advisors. INC
Empire Financial Group, INC.Broker
Freedom Financial, INC.Broker
Thrivent Investment Management INC.Broker
State Registrations8 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.