Donald Dyke
Donald Dyke is a ChFC-designated registered investment advisor at Sovran Advisors, LLC, based in San Diego, CA, with 26 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 4,018 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sovran Advisors charges an asset-based fee for investment management services, calculated as a percentage of your portfolio. The total fee includes an advisor fee, a technology fee of 0.06% per year, and potential model fees ranging from 0.01% to 0.13% per year depending on the selected portfolio model. Advisor fees can be tiered, flat, or linear, and the total fee will not exceed 2.0% of assets under management per year. Fees are calculated monthly in arrears based on the average daily balance of your account. Minimum account sizes generally start at $25,000 for standard programs, though specific platform requirements may vary.
Location
3131 Camino Del Rio N., Suite 800, San Diego, CA, 92108
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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
Donald sells fixed insurance products for various companies and TruChoice Financial Group, dedicating a few hours per week to each. He is also an investment advisor representative for Sovran Advisors LLC, spending about a quarter of his time on financial planning and asset management, and a financial advisor for Concierge Wealth Management, spending about 10-20% of his time developing financial plans and offering investment products. Finally, Donald teaches karate classes through Chula Vista Parks and Recreation, spending minimal time on this activity.
Employment History
Current Registrations
Sovran Advisors, LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
H&r Block Financial Advisors, INC.
H&r Block Financial Advisors, INC.Broker
Presidential Brokerage, INC.Broker
Morgan Stanley Dw INC.Broker
Kirlin Securities INC.Broker
Hampton-Porter, Investment Bankers, a California LLCBroker
State Registrations11 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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