Donald Qualters
Donald Qualters is a registered investment advisor at LPL Financial LLC, based in Westlake, OH, with 27 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1991 Crocker Road, Suite 100, Westlake, OH, 44145
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Donald is involved with RLM185 LLC for tax/investment purposes, dedicating minimal time. He also operates Balanced Asset Management as a DBA for his LPL business, dedicating full-time hours to it.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
First Dominion Capital CORP.Broker
Northern Lights Distributors, LLCBroker
Aig Capital Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Prudential Securities IncorporatedBroker
A. G. Edwards & Sons, INC.Broker
State Registrations28 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.
Exams
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