Brian Donne is a registered investment advisor at Vantage Wealth Management LLC, based in Corvallis, OR, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 224 clients with $63M 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 $350K | 1.30% |
| $350K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are billed quarterly in advance. Family household accounts may be combined to determine breakpoints. Legacy wrap program clients may be charged up to 2.0%.
Fee Estimator
Location
545 2nd Street, Suite D, Corvallis, OR, 97333
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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 →Other Business Activities
Brian is a board member for Calvary Corvallis, a non-profit church, dedicating minimal time. Brian also owns and operates D4 Properties LLC, which owns multi-family investment properties, spending about 10-20% of his time on this.
Employment History
Current Registrations
Vantage Wealth Management LLC
Previous Registrations
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations2 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.
Exams
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