Donald Hurwitz
Donald Hurwitz is a registered investment advisor at Greenbelt Investment Advisors, LLC, based in Round Rock, TX, with 28 years of industry experience. Donald 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 156 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Greenbelt Investment Advisors' asset management fees are detailed in the Wrap Fee Program Brochure. For plans custodied with the plan provider, the annual fees are based on the market value of the included assets and shall not exceed 1.50%.
Location
100 E Main Street, Suite 101, Round Rock, TX, 78664
Get directionsHistory
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 ActivitiesSells Insurance
Donald receives compensation for conducting insurance business, including life insurance, dedicating minimal time to this activity. He also manages real estate assets for 1823 Fortview LLC and is a professor of management at Austin Community College and a lecturer at Texas State University.
Employment History
Current Registrations
Greenbelt Investment Advisors, LLC
Previous Registrations
Evolve Investment Advisors
Treaty Oak Investment Advisors, INC.
Sws Financial Services
Morgan Stanley
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.