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Donald Joyal

Flagship Wealth Advisors, LLC.
32 Years of Experience
Wakefield, MA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Donald Joyal is a registered investment advisor at Flagship Wealth Advisors, LLC., based in Wakefield, MA, with 32 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 482 clients with $750M in assets under management.

Flagship Wealth Advisors, LLC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
482 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$748.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.60%
$5.0M - $25.0M0.40%
$25M+0.30%

Rates reflect the Advisor Managed Portfolios program. The Model Portfolios program charges higher rates ranging from 1.75% down to 0.90%. Fixed income portfolios have separate lower tiers ranging from 0.60% down to 0.20%. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

301 Edgewater Place, Suite 400, Wakefield, MA, 01880

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
January 2020
Denied
Customer Dispute
February 2005
Settled
Customer Dispute
February 2005
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donald is involved in several business activities, including Entertainment Capital Management LLC, Joyal Property & Liability Insurance Agency Inc II, and Joyal Financial Management Group. He also works as a solicitor for Flagship Wealth Advisors and owns Joyal Insurance Agency and Joyal Consulting Agency Inc, focusing on insurance sales; these insurance activities take about half of Donald's time.

Employment History
Current Registrations
Flagship Wealth Advisors, LLC.
December 2014 - Present · 11 yrs 10 mos
Osaic Wealth, INC.Broker
March 2001 - Present · 25 yrs 7 mos
Previous Registrations
Royal Alliance Associates, INC.Broker
January 2001 - January 2001 · 0 mos
Park Avenue Securities LLCBroker
May 1999 - March 2001 · 1 yr 10 mos
Guardian Investor Services CorporationBroker
June 1994 - May 1999 · 4 yrs 11 mos
State Registrations33 states
AZCACOCTDCFLGAIDILMAMDMEMIMOMSNCNHNJNMNYOHORPARISCTNTXUTVAVTWAWIWV
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.
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