Vanessa Donaville is a registered investment advisor at In Touch Financial Services, based in Oakland, CA, with 28 years of industry experience. Vanessa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 299 clients with $88M 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 $250K | 2.99% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Accounts under $16,666.67 shall pay 2.99%. Advisory fees and account minimums may be negotiated. A flat fee may be negotiated as long as it does not exceed the maximum fees set forth above.
Fee Estimator
Location
6465 San Pablo Ave. 1-1, Oakland, CA, 94608
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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
Vanessa is involved with mortgage origination and as a real estate broker since 2004. She also co-owns her primary residence (a triplex) with a partner and rents out two of the units, spending minimal time on this activity.
Employment History
Current Registrations
In Touch Financial Services
Previous Registrations
In Touch Financial Services
In Touch Financial Services LLC
LPL Financial Corporation
State Registrations3 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.