Donald Haskell
Donald Haskell is a ChFC-designated registered investment advisor at Santa Fe' Wealth Management, based in San Diego, CA, with 48 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
Fees are negotiable. A minimum of $250,000 of assets under management is required for this service. This minimum account size may be negotiable under certain circumstances.
Fee Estimator
Location
5755 Oberlin Drive, Suite 301, San Diego, CA, 92121
Get directionsHistory
Regulatory History (3)
Regulatory
July 2005Employment Separation After Allegations
May 2001Customer Dispute
March 1994Other Business ActivitiesSells Insurance
Donald is licensed in life and health insurance in California and other states, spending about 10-20% of his time as an agent. He is also a licensed real estate broker in California, spending about a quarter of his time on those activities, and a registered representative and managing director for Xnergy, spending about 10-20% of his time on those activities.
Employment History
Current Registrations
Santa Fe' Wealth Management
Previous Registrations
Xnergy Financial LLCBroker
Xnergy Financial LLCBroker
Centara Capital Securities, INC.Broker
First Montauk Securities CORP.
First Montauk Securities CORP.Broker
National Planning CorporationBroker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Value Equities CorporationBroker
Blc Equity Services CorporationBroker
Suncan Equity Services CompanyBroker
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.