Donald Depalma
Donald Depalma is a registered investment advisor at Buckeye Wealth Management LLC, based in Westerville, OH, with 26 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. Their firm serves 252 clients with $72M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Annual & minimal fee rates are negotiable.
Fee Estimator
Location
155 Commerce Park Drive, Suite 2, Westerville, OH, 43082
Get directionsHistory
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 ActivitiesSells Insurance
Donald provides non-investment related estate planning consultation on a fee basis and is licensed in Ohio for insurance sales. These activities are incorporated into his investment advisory services as additional services provided upon client request and do not make up more than about a quarter of his business.
Employment History
Current Registrations
Buckeye Wealth Management LLC
Previous Registrations
Capital Adviser Services
State Registrations1 state
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.