Donald Swinarski
Donald Swinarski is a registered investment advisor at Kovack Advisors, INC., based in West Palm Beach, FL, with 7 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 14,305 clients with $5.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kovack Advisors charges an annual fee based on a percentage of the value of your investments. The maximum annual fee is 2.90%. Fees are negotiable and may be calculated as a flat percentage or on a tiered schedule. Fees are billed quarterly or monthly in advance. You are responsible for brokerage commissions and other transactional costs unless your advisor negotiates to cover ticket charges, which may result in a higher overall advisory fee.
Location
1860 Forest Hill Blvd, Suite 104, West Palm Beach, FL, 33406
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
Donald is the owner of First Flagler Financial, Inc., where he sells securities, advisory services, and fixed insurance, dedicating nearly full-time hours to this. He also works as a CPA managing partner at Swinarski & Company, PA, spending nearly full-time hours reviewing tax returns and providing other accounting services, and owns rental real estate, spending minimal time on leases and maintenance.
Employment History
Current Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
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.