Suresh Donthineni
Suresh Donthineni is a registered investment advisor at Olympia Wealth Management, based in Lafayette, CA, with 13 years of industry experience. Suresh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 34 clients with $19M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
3370 Mt Diablo Blvd., Lafayette, CA, 94549
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
Suresh is a principal at Davis Sharma Donthineni PC, providing tax and accounting services, taking about half of his time. He also sells health insurance and is the CEO/President/Owner of Stirling Medical Services Inc/Stirling Home Health SVS, dedicating minimal time to the latter.
Employment History
Current Registrations
Olympia Wealth Management
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Chatfield Dean & CO., INC.Broker
Chatfield Dean & CO., INC.Broker
State Registrations1 state
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