Don Stamas is a CFP-designated registered investment advisor at Defender Capital, based in Charlotte, NC, with 23 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 187 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Defender Capital charges an annual investment advisory fee, paid monthly, based on the value of your portfolio. The fee ranges from 0.50% to 2.00% per year, depending on the investment strategy and account size. Fees may be reduced or waived for certain individuals at the discretion of management.
Location
1310 South Tryon Street, Suite 101, Charlotte, NC, 28203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Don is a manager at D.J.S. Investments, LLC, where he builds, buys, and sells commercial and residential real estate. He is also a general partner at Defender Capital Partners LLC, an investment fund, and handles operations, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Defender Capital
Previous Registrations
LPL Financial LLC
Moors & Cabot INC
Moors & Cabot INC
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.