Mark Donaldson
Mark Donaldson is a CFA-designated registered investment advisor at Providence Financial Advisors, LLC, based in Overland Park, KS, with 31 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 186 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PFA's fees for managing your investments are a percentage of the value of your portfolio, and the specific rate is negotiated with each client. The fees generally range from 0.25% to 1.50% per year, depending on the amount of assets managed and the complexity of the engagement.
Location
6900 College Blvd.,, Suite 850, Overland Park, KS, 66211
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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.
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Mark operates a regulatory compliance consulting practice based in Kansas City since 2008. He dedicates nearly full-time hours to this business.
Employment History
Current Registrations
Providence Financial Advisors, LLC
Previous Registrations
Advisor One, LLC
Vsr Advisory Services
Demarche Associates INC
State Registrations2 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.