Donald Dority is a CFP, PFS-designated registered investment advisor at Narrow Path Financial INC., based in Fort Collins, 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, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 67 clients with $53M 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 $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3M+ | 0.70% |
The annual fee may be negotiable. Accounts within the same household shall be combined for a reduced fee.
Fee Estimator
Contact
Donald Dority
Location
Fort Collins, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is a principal at Dority and Associates, LLC, a public accounting firm, spending about half his time on bookkeeping, payroll, and tax returns. He also serves as principal at Lake House Enterprises, LLC, a landscaping business, dedicating a few hours per week to payroll, bookkeeping, tax returns, and strategic direction.
Employment History
Current Registrations
Narrow Path Financial INC.
State Registrations2 states
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