Donald Oliphant
Donald Oliphant is a registered investment advisor at Primerica Advisors, based in Wichita, KS, with 35 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 54,384 clients with $11B 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 | 2.24% |
| $250K - $500K | 2.21% |
| $500K - $1.0M | 2.02% |
| $1.0M - $3.0M | 1.88% |
| $3.0M - $5.0M | 1.70% |
| $5.0M - $10.0M | 1.55% |
| $10.0M - $15.0M | 1.45% |
| $15.0M - $25.0M | 1.20% |
| $25M+ | 1.10% |
The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.
Fee Estimator
Location
515 S Main St, Suite 109-A, Wichita, KS, 67202
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2014Customer Dispute
February 2009Other Business Activities
Donald sells investment-related products for companies affiliated with PFS Investments Inc., operating under the name Loe Financial Group as of December 2020. He also receives compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. and spends well over full-time hours as President of Oliphant Legacy, Inc., an entity formed for Primerica business purposes.
Employment History
Current Registrations
Primerica Advisors
PFS Investments INC.Broker
PFS Investments INC.
State Registrations19 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.