Donald Nalls is a CFP-designated registered investment advisor at The Nalls Sherbakoff Group, LLC, based in Knoxville, TN, with 22 years of industry experience. Donald 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, Tax Planning. Their firm serves 500 clients with $340M 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 for amounts over $3,000,000 are negotiable. Some legacy clients may be subject to different fee schedules.
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.
Exams
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