Donald Traylor is a registered investment advisor at Donald W. Traylor, based in Houston, TX, with 14 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 2 clients with $340K 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 | 1.75% |
Annual fees based on the value of assets under management typically range between 0.50% and 1.75%. Fees are negotiable and may depend upon a number of factors including account size, complexity of the account portfolio, and investment strategies involved.
Fee Estimator
Location
Houston, TX
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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 is a self-employed sole proprietor providing legal services as an attorney at law. He expects to spend over half his time on this business during securities trading hours.
Employment History
Current Registrations
Donald W. Traylor
Previous Registrations
D.H. Hill Advisors, INC.
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.