Natalia Donaldson
Natalia Donaldson is a registered investment advisor at Capital Analysts, based in Bluffton, SC, with 8 years of industry experience. Natalia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
10 Pinkney Colony Rd, Building #300, Bluffton, SC, 29909
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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 ActivitiesSells Insurance
Natalia is a board member/secretary for Osprey Village, Inc., dedicating minimal time to this role. Natalia also works as an insurance agent for Affinity Planning Partners, spending about a quarter of her time on insurance sales and service.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations7 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.