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 7 more. Their firm serves 71 clients with $65M 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 |
|---|---|
| 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% |
Fees are applied as a flat rate across the entire portfolio value rather than in tiers. Rates may be negotiable. Accounts within the same household are combined for reduced fees.
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
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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