Donald Devost is a registered investment advisor at Marble Trail Advisors, based in Middlebury, VT, with 15 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, High Net Worth, Investment Management, and 2 more. Their firm serves 368 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual investment management fees range from 0.30% to 1.00% based on total assets under management. Specific fees are established in each client's advisory contract and may vary based on client type, services requested, and complexity.
Fee Estimator
Location
88 Main Street, Middlebury, VT, 05753
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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 →Employment History
Current Registrations
Marble Trail Advisors
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
More Advisors
- Eileen Mccaffrey, CFPMarble Trail Advisors