Don Eves
Don Eves is a ChFC-designated registered investment advisor at Voya Financial Advisors, INC., based in The Villages, FL, with 57 years of industry experience. Don is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 16,336 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.75% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.0M | 2.35% |
| $2.0M - $5.0M | 2.10% |
| $5.0M - $10.0M | 2.05% |
| $10M+ | 2.00% |
Schedule reflects the Unified Managed Account Program maximum total annual client fee. The Fidelity Program (closed to new clients) has separate tiers up to 1.00%. Third-party programs range from 0.75% to 2.50%.
Fee Estimator
Location
The Villages, FL
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 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.Broker
Tower Square Securities, INC.
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 Registrations11 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.
Exams
More Advisors
- Ronald Caruso, CFP, ChFCAmeriprise Financial Services, LLC
- Charles Thompson, CFP, ChFCRaymond James & Associates, INC.
- Kyle Horsley, CFPLPL Financial LLC
- Michael Whitaker, ChFCNfsg Corporation
- Nicholas Govola, CFPLPL Financial LLC
- Michael Barber, ChFCBarber & Associates