Donald Fallenbaum
Donald Fallenbaum is a registered investment advisor at Fallenbaum CPA & Advisors, LLC, based in Sunrise, FL, with 22 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 14 clients with $6.7M 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 $150K | 1.75% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 0.75% |
| $750K - $1.0M | 0.50% |
| $1M+ | 0.25% |
Fees may be negotiated.
Fee Estimator
Location
10001 West Oakland Park Blvd, Suite #302, Sunrise, FL, 33351
Get directionsHistory
Regulatory History (1)
Regulatory
July 2015Other Business ActivitiesSells Insurance
Donald is the President of Fallenbaum CPA & Wealth Management, LLC, providing accounting services. He is also an independent insurance agent selling fixed insurance products since 2005.
Employment History
Current Registrations
Fallenbaum CPA & Advisors, LLC
Previous Registrations
Fallenbaum CPA & Advisors, LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
Valmark Securities, INC.Broker
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.