Donald Foy is a registered investment advisor at Columbia River Advisors, based in Tacoma, WA, with 21 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 253 clients with $190M 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 | 1.50% |
CRA will charge an asset-based fee up to 1.50% that is negotiable between the Client and the Advisor Representative.
Fee Estimator
Location
2200 North 30th Street, Suite 202, Tacoma, WA, 98403
Get directionsHistory
Regulatory History (2)
Regulatory
July 2017Customer Dispute
October 2008Other Business Activities
Donald is the sole member of Don Foy LLC, which holds interests in Columbia River and BBD Holdings LLC. He also owns Summit Tax Services and is a member of the GP to two private investment funds through Columbia River.
Employment History
Current Registrations
Columbia River Advisors
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan 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.