Donald Shelton is a registered investment advisor at Simplicity Wealth, based in Summit, NJ, with 8 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 5,619 clients with $3.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Simplicity Wealth's fees are based on a percentage of your assets under management, ranging from 0.10% to 2.00%. The specific fee depends on the services selected by your advisor. The fees cover investment management, research, monitoring, and other operational services. Additional fees may include model manager fees, custodial fees, and transaction fees. Simplicity Wealth also offers proprietary model portfolios.
Location
475 Springfield Ave., Suite #1, Summit, NJ, 07901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Donald is the CEO of Vivid Dental Labs LLC, President and CEO of several companies including Precise Loans, Precise Graphics, Precise Realty, Precise Capital, Precise Financial, and owner of Precise Holdings LLC. He is also a licensed insurance agent and spends a significant amount of time, including full-time hours for Precise Capital and Precise Financial, on financial services and insurance sales.
Employment History
Current Registrations
Simplicity Wealth
Previous Registrations
Wealth Watch Advisors, LLC
Ae Wealth Management, 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.