Donald Boucher
Donald Boucher is a registered investment advisor at Westminster Financial Advisory CORP, based in Osprey, FL, with 31 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 Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 2,029 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual advisory fee is negotiable and will not exceed 2.5% of the managed account value.
Fee Estimator
Location
Osprey, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2000Other Business Activities
Donald is involved with a family trust that owns commercial property and receives rental income in Portsmouth, NH. This activity takes about 10-20% of Donald's time.
Employment History
Current Registrations
Westminster Financial Advisory CORP
Westminster Financial Securities, INC.Broker
Westminster Financial Securities, INC.
Previous Registrations
LPL Financial Corporation
LPL Financial CorporationBroker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations8 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.
Exams
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