Donald Stanforth is a registered investment advisor at Investment Consulting Group INC, based in Davenport, IA, with 28 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 179 clients with $2.8B 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 |
|---|---|
| Any | 1.00% |
Retail client fees do not exceed 1.0% annually, and institutional client fees do not exceed 0.5% annually. Fees are negotiable and may be structured as a flat fee on a case-by-case basis until assets reach an agreed-upon level.
Fee Estimator
Location
5117 Jersey Ridge Road, Suite 1, Davenport, IA, 52807
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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 Activities
Donald is associated with Investment Consulting Group, Inc., a registered investment advisory firm.
Employment History
Current Registrations
Investment Consulting Group INC
State Registrations6 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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