DL
CFP
DL
CFP
Donald Laseter
10 Years of Experience
Dallas, TX
1 Disclosure
Donald Laseter is a CFP-designated registered investment advisor at Financial Consulting Services, based in Dallas, TX, with 10 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. Their firm serves 9 clients with $16M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
9 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$16.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$450
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are subject to negotiation. The minimum monthly or quarterly billing for assets under management is $450.00 unless a different amount is mutually agreed upon.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Dallas, TX
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Regulatory History (1)
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Regulatory
February 2016Final
Employment History
Current Registrations
Financial Consulting Services
February 2016 - Present · 10 yrs 3 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.