Donald Nalls is a CFP-designated registered investment advisor at The Nalls Sherbakoff Group, LLC, based in Knoxville, TN, with 21 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 373 clients with $290M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees negotiable for accounts over $3,000,000. Some legacy clients may be subject to a different fee schedule.
Fee Estimator
Location
9724 Kingston Pike, Suite 505, Knoxville, TN, 37922
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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
Donald serves as an Assistant Division Commander in the US Army Reserve since 2001. This activity is not investment-related and may involve about 10-20% of his time, including during business hours.
Employment History
Current Registrations
The Nalls Sherbakoff Group, LLC
Previous Registrations
C & J Wealth Advisors
Patriot Investment Management Group INC
Patriot Investment Management Group INC
State Registrations2 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.