Don Eves
Don Eves is a ChFC-designated registered investment advisor at Voya Financial Advisors, INC., based in The Villages, FL, with 56 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,854 clients with $2.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Voya Financial Advisors offers several investment management programs with fees based on a percentage of your portfolio's value. These programs include Morningstar Wealth Management, Voya Global Perspectives Market Models (GPMM), and Unified Managed Accounts (UMA). The maximum annual fee for these programs can be up to 2.75% of your portfolio. The Voya Digital Adviser (VDA) program has a maximum annual fee of 1.1%. There are also third-party money manager programs with fees ranging from 0.75% to 2.50%. Some programs have minimum account sizes. Fees are typically deducted from your account monthly or quarterly.
Location
The Villages, FL
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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 ActivitiesSells Insurance
Don is the president of Premium Resources, Inc., marketing and selling life insurance and long-term care, and spends a few hours per week on this. He also oversees the development and distribution of a web-based retirement program through Reachable Retirement, Inc., dedicating minimal time to this. Finally, Don works as an independent insurance agent selling fixed insurance products, spending a few hours per week on this.
Employment History
Current Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Previous Registrations
Ing Financial Advisers, LLC
Ing Financial Advisers, LLCBroker
Tower Square Securities, INC.
Tower Square Securities, INC.Broker
American Municipal Securities, INC.Broker
Sun Investment Services CompanyBroker
Weinrich, Zitzmann & Whitehead, INC.Broker
Falcon Financial Services, INC.Broker
G. R. Phelps & CO., INC.Broker
State Registrations10 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.