Donald Hadley
Donald Hadley is a ChFC-designated registered investment advisor at Capital Analysts, based in Knightdale, NC, with 58 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 High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
Location
4007 Village Park Drive, Knightdale, NC, 27545
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
Donald is a partner in Gaits of Heaven, LLC, involved in raising, training, and showing horses. He is also the President and Owner of Capital Analysts of NC Inc., selling fixed life, health, and annuity products, dedicating about 10-20% of his time to this. Donald also owns St. Jack LLC, which holds the title to his office condo, requiring minimal time.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
Cg Equity Sales CompanyBroker
State Registrations13 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.
Exams
More Advisors
- Donald Hadley, ChFCCapital Analysts
- Victoria Araj, CFPWealth Enhancement Advisory Services, LLC
- Brian Rothert, ChFCState Farm Investment Management CORP.
- Katie Smith, CFPEdward Jones
- Chadwick Wester, CFPEdward Jones
- Bryce Thompson, CFPDew Wealth Management