MD
MD
Michael Donaldson
28 Years of Experience
San Diego, CA
1 DisclosureBroker
Michael Donaldson is a registered investment advisor at Charles Schwab & CO., INC., based in San Diego, CA, with 28 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
San Diego, CA
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2020Denied
Employment History
Current Registrations
Charles Schwab & CO., INC.
January 2022 - Present · 4 yrs 4 mos
Charles Schwab & CO., INC.
January 2022 - Present · 4 yrs 4 mos
Charles Schwab & CO., INC.Broker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
TD Ameritrade, INC.Broker
December 2014 - May 2024 · 9 yrs 5 mos
TD Ameritrade Investment Management, LLC
December 2014 - September 2023 · 8 yrs 9 mos
TD Ameritrade, INC.
December 2014 - October 2022 · 7 yrs 10 mos
Cuso Financial Services, L.P.Broker
January 2013 - December 2014 · 1 yr 11 mos
Cuso Financial Services, L.P.
January 2013 - December 2014 · 1 yr 11 mos
PFS Investments INC.Broker
July 2012 - December 2012 · 5 mos
Primerica Advisors
June 2012 - December 2012 · 6 mos
Chase Investment Services CORP.Broker
July 2008 - July 2010 · 2 yrs
Chase Investment Services CORP.
July 2008 - July 2010 · 2 yrs
LPL Financial Corporation
May 2008 - July 2008 · 2 mos
LPL Financial CorporationBroker
May 2008 - July 2008 · 2 mos
Ifmg Securities, INC.
May 2008 - May 2008 · 0 mos
Ifmg Securities, INC.Broker
May 2008 - May 2008 · 0 mos
Capital One Financial Advisors LLC
October 2007 - May 2008 · 7 mos
Capital One Investment Services CorporationBroker
November 2006 - May 2008 · 1 yr 6 mos
Assent LLCBroker
March 2004 - June 2005 · 1 yr 3 mos
Quick & Reilly, INC.
November 2002 - February 2003 · 3 mos
Quick & Reilly, INC.Broker
April 2001 - February 2003 · 1 yr 10 mos
Summit Financial Services Group, INC.Broker
March 1999 - April 2001 · 2 yrs 1 mo
First Union Brokerage Services, INC.Broker
June 1998 - January 1999 · 7 mos
Cibc Oppenheimer CORP.Broker
March 1998 - May 1998 · 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1996 - March 1998 · 1 yr 5 mos
Charles Schwab & CO., INC.Broker
July 1995 - March 1996 · 8 mos
Oppenheimer & CO., INC.Broker
July 1994 - February 1995 · 7 mos
D. Blech & Company, IncorporatedBroker
December 1993 - February 1994 · 2 mos
Gruntal & CO. IncorporatedBroker
May 1993 - September 1993 · 4 mos
Lehman Brothers INC.Broker
January 1993 - April 1993 · 3 mos
Lehman Brothers INC.Broker
November 1990 - December 1992 · 2 yrs 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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
No exam information available for this advisor.