Donald Callaghan
Donald Callaghan is a registered investment advisor at Global Strategic Nextgen Ocio, based in Scottsdale, AZ, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 129 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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Fee Structure
GSIS provides customized investment solutions, and the advisory fee is individually negotiated, generally ranging between 0.15% and 0.70% of the value of your portfolio. The annual fee is subject to a $25,000 minimum. A separate fee may be negotiated for additional project-based services including support of externally-held investment assets such as legacy private market investment interests.
Location
7337 East Doubletree Ranch Road, Suite C-165, Scottsdale, AZ, 85258
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Regulatory History (1)
Civil
March 2025Employment History
Current Registrations
Global Strategic Nextgen Ocio
Previous Registrations
Hirtle Callaghan & CO., LLC
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.