Donald Cash
Donald Cash is a CFP-designated registered investment advisor at Donald W. Cash & Associates, LLC, based in Red Bank, NJ, with 16 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.15% |
| $1.0M - $5.0M | 1.10% |
| $5M+ | 1.05% |
These fees are for clients working with Focus Partners Advisor Solutions. For clients working with Matson Money, the annual fee is 0.90% of the assets.
Fee Estimator
Location
331 Newman Springs Road, Building #1, 4th Floor, Suite 143, Red Bank, NJ, 07701
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 owner/insurance agent at Donald W. Cash Insurance Advisors, dedicating more than half of his time to this business. He is also a partner/insurance agent at Elder Care Associates, Inc.
Employment History
Current Registrations
Donald W. Cash & Associates, LLC
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.