Donald Bessler is a registered investment advisor at Windward Capital Management CO, based in Los Angeles, CA, with 23 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 169 clients with $1.9B 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 $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Rates shown are for all-equity, balanced, or customized accounts. Fixed-income accounts have a separate schedule starting at 0.60% down to 0.30%. Fees are negotiable.
Fee Estimator
Location
11111 Santa Monica Blvd, Suite 1200, Los Angeles, CA, 90025
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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
Donald is the Chief Investment Officer and Portfolio Manager at Windward Capital Management Company, a registered investment advisor. He dedicates nearly full-time hours to this affiliated RIA.
Employment History
Current Registrations
Windward Capital Management CO
Previous Registrations
S.L. Reed & CompanyBroker
First American Trust
First American Capital Management, INC.
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.
Exams
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