Donald Schultheis is a registered investment advisor at Charles Schwab & CO., INC., based in Fishers, IN, with 23 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, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
13588 Bent Grass Ln., Suite 106, Fishers, IN, 46038
Get directionsHistory
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 involved with Lantern Road Capital Partners, LLC, conducting personal investment activities and consulting services, dedicating a few hours per week. He is also a passive owner of Lantern Road Boutique LLC with his wife, spending minimal time on this activity.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Great Point Advisors, LLC
Great Point Capital LLCBroker
Great Point Advisors, LLC
Jarred Bunch Consulting, LLC
Wbb Securities, LLCBroker
Goelzer Investment Management
Noyes Advisors LLC
David A. Noyes & Company
David A. Noyes & CompanyBroker
Michael A. Steinberg & Company, INC.Broker
Credit Suisse Asset Management, LLC
Credit Suisse Asset Management Securities, INC.Broker
Strong Funds Distributors, INC.Broker
State Registrations17 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.