DR
DR
Derek Riddle
10 Years of Experience
Evansville, IN
2 Disclosures
Derek Riddle is a registered investment advisor at Donaldson Capital Management LLC, based in Evansville, IN, with 10 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,742 clients with $3.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
41 advisors
Number of Clients
1,742 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$3.1B
Fee Structure
Minimum Investment:None
Planning is included in investment management
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.88% |
| $3.5M - $6.5M | 0.75% |
| $6.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. All households will have a minimum annual fee of $4,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
20 Northwest First Street, Fifth Floor, Evansville, IN, 47708
Get directionsHistory
Regulatory History (2)
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Financial
November 2018Final
Financial
December 2016Final
Employment History
Current Registrations
Donaldson Capital Management LLC
October 2021 - Present · 4 yrs 6 mos
Previous Registrations
TD Ameritrade, INC.
March 2018 - January 2021 · 2 yrs 10 mos
TD Ameritrade, INC.Broker
February 2018 - January 2021 · 2 yrs 11 mos
TD Ameritrade Investment Management, LLC
February 2018 - December 2020 · 2 yrs 10 mos
Scottrade Investment Management
March 2017 - February 2018 · 11 mos
Scottrade, INC.Broker
February 2017 - February 2018 · 1 yr
Charles Schwab & CO., INC.Broker
April 2011 - December 2013 · 2 yrs 8 mos
State Registrations1 state
IN
Advisor
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
No exam information available for this advisor.