Donald Jones
Donald Jones is a CFP-designated registered investment advisor at Comprehensive Investment Management, LLC, based in Jenkintown, PA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 55 clients with $57M 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 | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.35% |
For clients who entered into an advisory agreement prior to January 2025, the standard investment management annual fee for the first $500,000 is 1%, the next $500,000 is 0.8%, the next $1,000,000 is 0.5%, the next $1,000,000 is 0.35%, and amounts higher than $3,000,000 is 0.275%.
Fee Estimator
Location
815 Greenwood Ave, Suite 20, Jenkintown, PA, 19046
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 Activities
Donald is a CPA providing tax preparation and accounting services since 2004, dedicating minimal time to this. He also provides investment advisory services through Verus Capital Partners LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Comprehensive Investment Management, LLC
Previous Registrations
Verus Capital Partners, LLC
LPL Financial LLCBroker
Avantax Advisory Services
Avantax Investment Services, INC.Broker
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.