Donald Hejna is a CFA-designated registered investment advisor at Stantum, LLC, based in Los Altos, CA, with 12 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 26 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
Los Altos, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is a managing partner at Virentem Ventures, LLC, a software and technology company, dedicating a few hours per week. He also works full-time as a Senior Principal Data Scientist at Accenture LLP, consulting in data science and analysis.
Employment History
Current Registrations
Stantum, LLC
State Registrations3 states
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