Nicholas Donaldson
Nicholas Donaldson is a registered investment advisor at Investment Fiduciary Planners, LLC, based in Denver, CO, with 19 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, High Net Worth, Investment Management. Their firm serves 110 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment Fiduciary Planners (IFP) uses third-party asset managers. The fees you pay depend on which manager is used:
- Institute for Wealth Management (IWM): Total fee is 1.40% of your portfolio annually, with 1.00% going to IFP and 0.40% to IWM. IFP's portion is negotiable.
- American Funds Distributors, Inc.: Total fee ranges from 1.32% to 1.95% of your portfolio annually, with 1.00% going to IFP and 0.32% to 0.95% to American Funds. IFP's portion is negotiable.
- Community National Bank: IFP's fee is 0.75% - 1% on new assets only. IFP's fees are negotiable.
Location
250 Fillmore St, Suite 150, Denver, CO, 80206
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
Nicholas is an independent insurance agent for Innovative Brokerage Network (IBN) since 2015, selling life insurance and fixed products, dedicating minimal time to this activity. He is also an independent mortgage loan officer for Efinity Bank, spending minimal time on this activity as well.
Employment History
Current Registrations
Investment Fiduciary Planners, LLC
Previous Registrations
Gvc Capital LLCBroker
Cape Investment Advisory, INC.
Cape Securities INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Transamerica Capital, INC.Broker
Oppenheimerfunds Distributor, 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.