Donald Davey
Donald Davey is a registered investment advisor at Disciplined Equity Management, INC., based in Neptune Beach, FL, with 22 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 231 clients with $520M 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation and may vary.
Fee Estimator
Location
200 1st Street, Suite 204, Neptune Beach, FL, 32266
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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
Donald owns three companies that operate and/or develop Firehouse Sub franchises and another company holding personal real estate investments. He has no day-to-day responsibilities for the restaurants and his involvement is primarily making high-level business management decisions that do not materially affect his advisory business.
Employment History
Current Registrations
Disciplined Equity Management, INC.
State Registrations2 states
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