Donald Bussmann is a registered investment advisor at Velmark Capital Management LLC, based in San Francisco, CA. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Velmark Capital Management offers investment management services with fees based on the specific strategies used in your account and the degree of leverage. Fees are generally billed monthly in arrears. Clients can choose between a fixed-rate fee or a performance-based fee option for certain account strategies. Customized solutions, such as liquidation of large asset positions, are also available for a one-time fee. Clients also pay brokerage fees, custodian fees, and other expenses.
Location
580 California Street, Suite 1200, San Francisco, CA, 94104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is the Founder and Chief Investment Officer at Velmark Capital Management LLC, a boutique investment management firm. He dedicates nearly full-time hours to providing customized investment management and financial advice, and previously spent about three-quarters of his time on personal proprietary trading.
Employment History
Current Registrations
Velmark Capital Management LLC
State Registrations2 states
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