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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more.
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% |
Fees for assets over $25 million are negotiable. A grandfathered schedule exists for clients enrolled prior to October 1, 2024.
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 Registrations29 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.