Donald Mcdaniel is a CFP-designated registered investment advisor at Allworth Financial, L.P., based in Albuquerque, NM, with 15 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 29,297 clients with $34B 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 | 2.00% |
Maximum fee is 2.00% per year, subject to a $2,500 annual minimum fee. Fees are negotiable and can vary based on specific client circumstances.
Fee Estimator
Location
7601 Jefferson Street Ne, Suite 360, Albuquerque, NM, 87109
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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 →Employment History
Current Registrations
Allworth Financial, L.P.
Previous Registrations
Uas Wealth Advisors
Bancwest Investment Services, INC. (bwis) and Bwis D/b/a Fhis
Wilbanks Securities Advisory
The Mcdaniel Group
Raymond James Financial Services
State Registrations1 state
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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