Donald Bateman is a registered investment advisor at National Wealth Management Group, LLC, based in Cincinnati, OH, with 24 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,065 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
NWMG offers investment management services where fees are charged as a percentage of your portfolio. The exact fee is determined by the advisor you work with and is based on factors like the complexity of your situation and the amount of assets being managed. Fees are negotiable, but cannot exceed 2.25% annually. Fees are paid quarterly, either in advance or after the quarter ends. There are also various programs sponsored by LPL Financial with maximum annual fees ranging from 1.35% to 2.25%.
Location
11260 Chester Road, Suite 250, Cincinnati, OH, 45246-0002
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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.
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Donald is an Investment Advisor Representative (IAR) with National Wealth Management Group, LLC, dedicating about a quarter of his time to this role. He also plays in the Donnie Bateman Band, provides real estate services, and works in car sales, dedicating minimal time to each of these activities.
Employment History
Current Registrations
National Wealth Management Group, LLC
LPL Financial LLCBroker
Previous Registrations
National Wealth Management Group, LLC
LPL Financial LLC
Dawson James Asset Management, INC.
Dawson James Securities, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Morgan Stanley Dw INC.Broker
State Registrations9 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.