Donald Gudhus
Donald Gudhus is a registered investment advisor at Oracle Financial Group, based in Philadelphia, PA, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 16 clients with $9M 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 $1.0M | 1.00% |
| $1.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are not negotiable. Minimum annual fee is $500.
Fee Estimator
Location
Philadelphia, PA
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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 ActivitiesSells Insurance
Donald is an owner in a tax preparation/accounting/insurance business and an instructor. Both activities are non-investment related and take a variable amount of time.
Employment History
Current Registrations
Oracle Financial Group
Previous Registrations
H.D. Vest Advisory Services, 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.