Donn Sharer
Donn Sharer is a ChFC-designated registered investment advisor at Allstate Financial Advisors, LLC, based in Forked River, NJ, with 32 years of industry experience. Donn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
421 S Main St, Forked River, NJ, 08731-4638
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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
Donn is the President of Sharer & Associates, providing marketing, operations, and management consulting/coaching services to property and casualty agency owners. This takes minimal time.
Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Cap Pro Brokerage Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.