Donald Powell is a CFA-designated registered investment advisor at 1834 Investment Advisors CO., based in Joliet, IL, with 4 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 435 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors charges an annual fee based on a percentage of the assets they manage. This fee is negotiable depending on the size of your portfolio, the complexity of the services you need, and your individual circumstances. Fees are calculated and charged at the end of each calendar quarter. There is generally a $500,000 minimum to establish an investment advisory relationship, but 1834 may waive this requirement.
Location
2801 W Jefferson St, Joliet, IL, 60435
Get directionsHistory
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 Activities
Donald is a dual employee of Old National Bank and 1834 Investment Advisors Co., both subsidiaries of Old National Bancorp. Donald works as a Portfolio Manager for both firms.
Employment History
Current Registrations
1834 Investment Advisors CO.
Previous Registrations
Parasol Investment Management, LLC
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.