Don Stamas is a CFP-designated registered investment advisor at Defender Capital, based in Charlotte, NC, with 24 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees range from 2.00% to 0.50% per annum depending on the type and complexity of the strategy and account size. Fees are negotiable and may be reduced or waived for firm employees, family members, or cash-only accounts.
Fee Estimator
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.
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
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.
Exams
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