DG
CFP
DG
CFP
Don Goetcheus
32 Years of Experience
Grand Rapids, MI
1 DisclosureBroker
Don Goetcheus is a CFP-designated registered investment advisor at Charles Schwab & CO., INC., based in Grand Rapids, MI, with 32 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
8109 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$1,000
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% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
4300 Cascade Road SE, Suite 101, Grand Rapids, MI, 49546
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2000Settled
Employment History
Current Registrations
Charles Schwab & CO., INC.
June 2023 - Present · 2 yrs 11 mos
Charles Schwab & CO., INC.Broker
June 2023 - Present · 2 yrs 11 mos
Previous Registrations
TD Ameritrade, INC.Broker
June 2023 - July 2024 · 1 yr 1 mo
Ameriprise Financial Services, LLC
January 2012 - June 2023 · 11 yrs 5 mos
Ameriprise Financial Services, LLCBroker
January 2012 - June 2023 · 11 yrs 5 mos
Morgan Stanley Smith Barney LLC
September 2010 - January 2012 · 1 yr 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - January 2012 · 2 yrs 7 mos
Citigroup Global Markets INC.Broker
May 2004 - June 2009 · 5 yrs 1 mo
Fifth Third Securities, INC.Broker
October 2002 - May 2004 · 1 yr 7 mos
Wachovia Securities, INC.Broker
October 1999 - October 2002 · 3 yrs
First Union Capital Markets CORP.Broker
March 1996 - October 1999 · 3 yrs 7 mos
Invest Financial CorporationBroker
June 1994 - April 1996 · 1 yr 10 mos
Fmb Investment ServicesBroker
April 1994 - April 1996 · 2 yrs
Royal Securities CompanyBroker
April 1993 - April 1994 · 1 yr
State Registrations19 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.