Jeffrey Donovan
Jeffrey Donovan is a registered investment advisor at Btc Financial Management CO., based in Bethany, MO, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 208 clients with $40M 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 $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1M+ | 1.25% |
Fees are negotiable for accounts over $1,000,000.
Fee Estimator
Location
3606 Miller Street, Bethany, MO, 64424
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
Jeffrey works at BTC Bank in the crop insurance and trust departments since 2011. He spends about 10-20% of his time advising the trust department and working as a crop insurance agent, all during securities hours.
Employment History
Current Registrations
Btc Financial Management CO.
Previous Registrations
Nations Financial Group, INC.
Nations Financial Group, INC.
Lawing Financial Associates, INC.
Banc of America Investment Services, INC.
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.