Donald Beasley
Donald Beasley is a registered investment advisor at Trademark Capital Management INC., based in Watkinsville, GA, 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 Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 339 clients with $150M 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 | 1.25% |
Representative may set fees up to a maximum of 1.25% annually. Fees are negotiable.
Fee Estimator
Location
1551 Jennings Mill Road, Suite 1200A, Watkinsville, GA, 30677
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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 involved with Stone Barn Portfolios, providing web-based investment research and model portfolios, participating in research/model portfolio testing and podcasts. He spends a few hours per week on this activity.
Employment History
Current Registrations
Trademark Capital Management INC.
Previous Registrations
Trademark Capital Management INC
Athens Capital Group, LLC
Personal Mutual Fund Management
Pinnacle Fund Management, INC.
State Registrations1 state
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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