Donald Hilburn
Donald Hilburn is a registered investment advisor at Osaic Wealth, INC., based in Greenville, SC, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
503 A West Butler Road, Greenville, SC, 29607
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2014Other Business ActivitiesSells Insurance
Donald is an owner of Wealthbrook Advisors, Inc. He dedicates minimal time to the sales of fixed insurance products, including life, long-term care, disability, and health insurance.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
Nylife Securities INC.Broker
State Registrations34 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.