William Donner
William Donner is a registered investment advisor at Donner's Financial Services INC., based in Port St. Lucie, FL, with 13 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 12 clients with $660K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Donner's Financial Services charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiable and ranges from 0.85% to 2.50%. The fee is calculated monthly based on the value of your investments at the end of the billing period. You can end the agreement with 30 days' notice, and you'll only be charged for the days Donner's Financial Services managed your account.
Location
Port St. Lucie, FL
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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 ActivitiesSells Insurance
William is an independent insurance agent selling life insurance and annuities. He is also a basketball coach at Redford Union High School.
Employment History
Current Registrations
Donner's Financial Services INC.
Previous Registrations
Foresters Equity Services, INC.
Foresters Equity Services, INC.Broker
Securities America, INC.Broker
Sunset Financial Services, INC.Broker
Jackson National Financial Services, INC.Broker
Essex National Securities, INC.Broker
Pruco Securities CorporationBroker
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.