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 Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 542 clients with $2.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
1834 Investment Advisors Co. charges an annual fee based on a percentage of the value of your portfolio. Fees are generally negotiable depending on account size, complexity, and individual circumstances, and are billed quarterly in arrears. The firm generally requires a minimum investment of $500,000 to open an account, though this minimum can be waived at their discretion.
Location
2801 W Jefferson St, Joliet, IL, 60435
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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.
Exams
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