Donald Laurence
Donald Laurence is a CFP-designated registered investment advisor at Naviant Partners, LLC, based in San Antonio, TX, with 27 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, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Naviant Partners charges a percentage of your portfolio each year for investment management. The exact percentage depends on the scope and complexity of services, the amount of assets managed, and your overall relationship with the firm, up to a maximum of 1.50% annually. Fees are paid in advance each calendar quarter, based on the value of your portfolio at the end of the previous quarter. Fees may be negotiable.
Location
227 N Loop 1604, Suite 130, San Antonio, TX, 78232
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2023Employment Separation After Allegations
August 2019Other Business Activities
Donald owns rental properties in Waco and San Antonio, Texas. He spends minimal time on these activities, acting as a landlord.
Employment History
Current Registrations
Naviant Partners, LLC
Previous Registrations
Stone Oak Wealth Management, LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Southwest Securities, INC.
Southwest Securities, INC.Broker
UBS Financial Services INC.Broker
UBS Financial Services INC.
Sws Financial ServicesBroker
Washington Square Securities, INC.Broker
State Registrations2 states
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.