John Doncaster
John Doncaster is a registered investment advisor at Doncaster Wealth LLC, based in Hinsdale, IL, with 12 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $800K | 1.20% |
| $800K - $5.0M | 0.70% |
| $5M+ | 0.40% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
Hinsdale, IL
Get directionsHistory
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
John is involved in outside insurance sales/servicing and general sales/servicing, dedicating minimal time to these activities.
Employment History
Current Registrations
Doncaster Wealth LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations5 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.