Donald Daigle
Donald Daigle is a registered investment advisor at Charles Schwab & CO., INC., based in Millville, NJ, with 33 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
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
Location
2184 North 2nd Street, Millville, NJ, 08332
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2006Customer Dispute
June 2001Other Business Activities
Donald serves as an alternate board member for the Cumberland County New Jersey Planning Board, starting in April 2025. This government position requires minimal time.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Ic Advisory Services, INC.
The Investment Center, INC.
The Investment Center, INC.Broker
Fahnestock & CO. INC.Broker
Josephthal & CO., INC.Broker
H.J. Meyers & CO., INC.Broker
L.C. Wegard & CO., INC.Broker
State Registrations25 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.