Donald Roberts is a CFP-designated registered investment advisor at Mission Wealth Management, LP, based in Houston, TX, with 8 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 5,341 clients with $17B 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 | 1.50% |
Maximum annual investment management fee is 1.50%. Fees are negotiable and calculated based on portfolio value at quarter end.
Fee Estimator
Location
7500 San Felipe St., Suite 150, Houston, TX, 77063
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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 Activities
Donald is the President of Silver Fox Advisors, a member association group where he consults, mentors, and advises. This activity, which is not investment-related, takes a few hours per week.
Employment History
Current Registrations
Mission Wealth Management, LP
Previous Registrations
Logic Capital Management, LLC
Westwood Wealth Management
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.
Exams
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