Donald Safstrom is a CFP, PFS-designated registered investment advisor at Truvestments Capital LLC, based in Seattle, WA, 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 Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 1,317 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
Fees may be negotiable at the sole discretion of the advisor. Fees take into consideration aggregate assets under management with the advisor.
Fee Estimator
Location
1201 Second Avenue, Suite 900, Seattle, WA, 98101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Donald is the President & CPA at Safstrom CPAs & Advisors, PLLC, focusing on tax preparation, dedicating a significant amount of time to this role. He is also a Designated Broker/LLC Member at Puget Sound Realty Advisors, LLC, involved in commercial property management, spending minimal time on this activity.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Financial Planners Northwest, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
H.D. Vest Investment ServicesBroker
H.D. Vest Advisory Services, 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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