Donald Doungpanya
Donald Doungpanya is a registered investment advisor at Salt Capital Wealth Management, LLC, based in Ladera Ranch, 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 Investment Management. Their firm serves 11 clients with $1.6M 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 | 3.00% |
The Trading Opportunity strategy is subject to an additional fee of 3%.
Fee Estimator
Location
999 Corporate Drive, Suite 100, Ladera Ranch, CA, 92694
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Donald is the Principal and CEO of Salt Capital Wealth Management, LLC and Salt Capital Investment Advisors, LLC, a strategic and financial advisory firm. This investment-related activity takes about half of Donald's time.
Employment History
Current Registrations
Salt Capital Wealth Management, LLC
Previous Registrations
Gt Securities, INC.Broker
US Capital Global Wealth Management, LLC
US Capital Global Wealth Management LLC
US Capital Global Securities, LLCBroker
Salt Capital Management
Tweet Management Services, INC.
Salt Capital Management, INC.
Salt Capital Management, INC.
Salt Capital Management, INC.
Wealth Advisors, INC.
Qa3 Financial CORP.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids 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.