DM
DM
Donald Maccallum
43 Years of Experience
St. Michael, MN
1 Disclosure
Donald Maccallum is a registered investment advisor at Investment Research Corporation, based in St. Michael, MN, with 43 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, Estate Planning, Retirement Planning, Tax Planning. Their firm serves 39 clients with $74M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
39 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$73.9M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.46% |
| $50K - $100K | 1.35% |
| $100K - $150K | 1.24% |
| $150K - $200K | 1.13% |
| $200K - $250K | 1.05% |
| $250K - $300K | 0.98% |
| $300K - $350K | 0.90% |
| $350K - $400K | 0.86% |
| $400K - $450K | 0.83% |
| $450K - $500K | 0.79% |
| $500K - $550K | 0.79% |
| $550K - $600K | 0.76% |
| $600K - $700K | 0.68% |
| $700K - $800K | 0.64% |
| $800K - $900K | 0.60% |
| $900K - $1000K | 0.56% |
| $1.0M - $1.5M | 0.53% |
| $1.5M - $2.0M | 0.48% |
| $2M+ | 0.45% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
St. Michael, MN
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
August 1974Final
Employment History
Current Registrations
Investment Research Corporation
February 2018 - Present · 8 yrs 3 mos
Previous Registrations
Cmp Equities, INC.Broker
April 2006 - March 2008 · 1 yr 11 mos
Investors Capital CORP.Broker
February 1999 - November 2003 · 4 yrs 9 mos
Fortis Investors, INC.Broker
November 1997 - October 1998 · 11 mos
C.R.I. Securities, INC.Broker
August 1992 - August 1997 · 5 yrs
Mimlic Sales CorporationBroker
August 1992 - February 1997 · 4 yrs 6 mos
Kavanaugh Securities, INC.Broker
November 1989 - July 1992 · 2 yrs 8 mos
Creative Equity Resources, INC.Broker
March 1983 - November 1989 · 6 yrs 8 mos
Financial Planners Equity CorporationBroker
April 1981 - January 1983 · 1 yr 9 mos
Offerman & CO., INC.Broker
January 1979 - June 1981 · 2 yrs 5 mos
Planners Financial Services, INC.Broker
September 1974 - December 1978 · 4 yrs 3 mos
Fiduciary Planning IncorpBroker
May 1972 - November 1974 · 2 yrs 6 mos
The Minnesota Mutual Life Insurance CompanyBroker
November 1969 - August 1972 · 2 yrs 9 mos
North Star Equities CompanyBroker
November 1969 - June 1972 · 2 yrs 7 mos
State Registrations1 state
MN
Advisor
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
No exam information available for this advisor.