Donald Chastain is a registered investment advisor at Invista Advisors, based in Auburn, AL, with 23 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 7 more. Their firm serves 721 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are negotiable up to 2% based on facts and circumstances, scope, complexity, and relationship size.
Fee Estimator
Location
1820 E University Drive, Auburn, AL, 36830
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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 Activities
Donald operates McDonald & Hagan Wealth Management as a DBA for his LPL business, dedicating about 10-20% of his time during securities trading. He also participates in a CPA affiliate program with Machen McChesney LLP, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Invista Advisors
Previous Registrations
LPL Financial LLC
Invista Advisors
LPL Financial LLCBroker
LPL Financial LLC
Oneamerica Securities, INC.
Oneamerica Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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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