Donald Scrimgeour
Donald Scrimgeour is a CFP-designated registered investment advisor at Core Capital Management, LLC, based in Huntington Beach, CA, with 22 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 19 clients with $10M 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are billed at the entire schedule rate and are not subject to a sliding scale. Under certain circumstances CCM’s fees may be negotiable, and related accounts may be aggregated for fee calculation purposes in certain circumstances.
Fee Estimator
Location
Huntington Beach, CA
Get directionsHistory
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 is a licensed life and health insurance producer in California and receives commissions from various insurance companies, dedicating about 10% of his time to this. He also holds an interest in One Green Place, LLC, a Colorado LLC with interests in livestock and agricultural products, spending less than 15% of his time on this business.
Employment History
Current Registrations
Core Capital Management, LLC
Previous Registrations
Morgan Stanley & CO., Incorporated
Morgan Stanley
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.