Donald Phelan
Donald Phelan is a registered investment advisor at Williamson Legacy Group, LLC, based in Carmel, IN, with 20 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 362 clients with $210M 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 $500K | 1.50% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.25% |
| $10M+ | 0.10% |
Fees may be negotiable. Some clients have historical fee schedules with higher rates.
Fee Estimator
Location
254 E Carmel Drive, Carmel, IN, 46032
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 the Economic Development Committee President for the Town of Fishers, spending minimal time reviewing economic development proposals. He is also an insurance agent with Market Share Financial, selling life insurance products and earning commissions.
Employment History
Current Registrations
Williamson Legacy Group, LLC
Previous Registrations
Axxcess Wealth Management, LLC
Axxcess Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
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.