Donald Cooley
Donald Cooley is a registered investment advisor at Global View Capital Management LLC, based in Parker, CO, with 11 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 3,959 clients with $710M 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 $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1M+ | 0.50% |
Advisory fees are shared by GVCM and FPI. All fees are negotiable at GVCM’s sole discretion. Up to 20 basis points may be credited back to the account depending upon the use of the Quantified mutual funds that are sub-advised by FPI for the portfolios. Advisory fees noted in the above schedules do not include the fee paid to IARs. Annual fees paid to an IAR cannot exceed 1.60%.
Fee Estimator
Location
Parker, CO
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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 a member and owner of Home Decisions LLC, a pass-through entity, and a mortgage broker for Revolve Mortgage Inc LLC, dedicating a few hours per week to each. He is also an insurance agent for Experior Financial Group, Inc., selling life products including fixed and indexed annuities, and an independent contractor for Global View Capital Advisors, LLC, marketing insurance and advisory services, spending about half his time on each of these roles.
Employment History
Current Registrations
Global View Capital Management LLC
Previous Registrations
Mcdermott Investment Services, LLCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations1 state
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