Jennifer Donais
Jennifer Donais is a CFP-designated registered investment advisor at Concorde Asset Management, LLC, based in Williston, ND, with 15 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 3,253 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Concorde Asset Management offers investment management services with fees that are negotiable. The fees do not include platform fees and custodial expenses. Total fees to your representative typically range from 1% to 2% and can only be changed with your approval in advance.
Fees for Discretionary Investment Management accounts can reach a maximum of 2.25% annually, including platform fees. This fee covers the representative's fee, the subadvisor or model manager's fee, and the overlay platform fee. Custodian fees are separate.
Location
125 Main Street, Suite 250, Williston, ND, 58801
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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 ActivitiesSells Insurance
Jennifer is the president and owner of Heptagon Seven Consulting Inc and a member of Bakken Capital Advisors, LLC, JenFred, LLC, and DigiCash, LLC. She also works full-time for TruWealth Financial and is an investment advisor representative at Concorde Asset Management, as well as an insurance agent at Concorde Insurance Agency.
Employment History
Current Registrations
Concorde Asset Management, LLC
Concorde Investment Services, LLC
Concorde Investment Services, LLCBroker
Previous Registrations
Lebenthal Wealth Advisors, LLC
Lebenthal & CO., LLCBroker
World Equity Group, INC.
World Equity Group, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Registrations17 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.