Donna Morrall is a CFP-designated registered investment advisor at Clear Waters Financial Network LLC, based in Dunedin, FL, with 11 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 7 more. Their firm serves 37 clients with $20M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are calculated on the asset value on the last business day of each calendar quarter and charged in arrears.
Fee Estimator
Contact
Donna Morrall
Location
Dunedin, FL
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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
Donna is on the Board of Directors and Grants committee for the non-profit Forever Our Rivers. She provides financial and investment advice to the Board for educational purposes only.
Employment History
Current Registrations
Clear Waters Financial Network LLC
Previous Registrations
The Financial Network Group, LTD
The Alpine Financial Group
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.
Exams
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