Donald Barzak
Donald Barzak is a registered investment advisor at Trustmont Advisory Group, INC., based in Cortland, OH, with 6 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,322 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is 2% of assets managed. Fees may vary depending on the specific advisor chosen.
Fee Estimator
Location
3008 State Route 5, Unit D, Cortland, OH, 44410
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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
Donald is an insurance agent for life, health, disability, long-term care, and property and casualty insurance through Barzak Insurance & Consulting, taking nearly full-time hours. He also officiates softball and basketball games, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Trustmont Advisory Group, INC.
Trustmont Financial Group, 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.
Exams
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