Donald Kurfees
Donald Kurfees is a registered investment advisor at Kurfees Capital Management, LLC, based in Columbus, OH, with 25 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 6 clients with $8.5M 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 | 0.72% |
| $1M+ | 0.60% |
Fees are negotiable if unique needs exist. There is also an Altruist Model Platform Fee: Typically, either .12% or .15% annually depending on the model implemented billed monthly.
Fee Estimator
Location
Columbus, OH
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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 advisory representative for Sageview Advisory Group and Kurfees Capital Management, LLC, spending about a quarter of his time at each. He also sells fixed insurance products, including life insurance and annuities, and owns commercial real estate through Rocket Pony LLC and DC Autumn LLC.
Employment History
Current Registrations
Kurfees Capital Management, LLC
Previous Registrations
Sageview Advisory Group, LLC
Cetera Advisor Networks LLC
Cetera Advisor Networks LLC
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.