Donald Gaumer
Donald Gaumer is a registered investment advisor at S.G. Long & Company, based in Missoula, MT, with 19 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 159 clients with $35M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
S.G. Long & Company offers investment management through programs offered by RBC Capital Markets. The annual fee is a percentage of the assets managed and is set by the financial representative, falling between 1% and 1.5%. This fee covers trading and portfolio management. Fees are negotiable and can vary based on the size of the account, trading frequency, service needs, and other account-related factors. Minimum investments start at $10,000 and are subject to the portfolio type selected.
Location
283 W Front Street Suite 302, Missoula, MT, 59802
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2008Other Business Activities
Donald teaches at the University of Montana, works as a process consultant, and is an investment advisor representative with SGL Investment Advisors, spending about half his time there. He is also a managing member of Calumet, LLC, a private social club, and Epilure, LLC, a real estate investment company.
Employment History
Current Registrations
S.G. Long & Company
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
Previous Registrations
S.G. Long & Company
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations5 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.