Donald Clair is a CFP-designated registered investment advisor at St. Clair Financial, based in Roseville, CA, with 31 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 93 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
St. Clair Financial manages investment portfolios for a fee based on the value of your portfolio. This fee generally ranges from 0.10% to 1.25% per year. The specific fee and billing details are in your agreement.
Location
2140 Professional Drive, Suite 250, Roseville, CA, 95661
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is the owner and CEO of MortgageNudge®, a technology company. He spends a few hours per week on marketing, site design, billing, accounting, and administration.
Employment History
Current Registrations
St. Clair Financial
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Washington Square Securities, INC.Broker
Aragon Financial Services, INC.Broker
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.