Donald Fitzsimmons
Donald Fitzsimmons is a registered investment advisor at Bok Financial Advisors, based in Highland Ranch, CO, with 17 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,179 clients with $840M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees may be negotiable. For clients with assets in the Program of less than $75,000, you may pay a rate that is greater than the rate specified in the annual fee schedule.
Fee Estimator
Location
Highland Ranch, CO
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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 →Employment History
Current Registrations
Bok Financial Advisors
Bok Financial Securities, INC.Broker
Previous Registrations
Key Investment Services LLCBroker
Key Investment Services LLC
Bancwest Investment Services, INC.Broker
Bancwest Investment Services, INC. (bwis)
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Cetera Investment Services LLCBroker
Cetera Investment Advisers LLC
Sorrento Pacific Financial, LLCBroker
Sorrento Pacific Financial, LLC
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
LPL Financial LLCBroker
LPL Financial LLC
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Securities America Advisors, INC.
Securities America, INC.Broker
United Securities Alliance, INC.
United Securities Alliance, INC.Broker
Oppenheimerfunds Distributor, INC.Broker
State Registrations51 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.