Donald Hatcher is a registered investment advisor at Solutions 4 Wealth, based in Southlake, TX, with 7 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 236 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $6.0M | 0.75% |
| $6.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee is negotiable and may include planning fees and/or specific S4W named products. All accounts are aggregated within a household, with the exception of a Client’s investment in the Fund, if any.
Fee Estimator
Location
566 North Kimball Ave, Suite 120, Southlake, TX, 76092
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 ActivitiesSells Insurance
Donald is an owner/insurance agent at Advanced Planning, Inc. since 2018, spending about a quarter of his time on insurance sales and service. He is also a member of Sable LLC and president of Prestige Consulting Group, LLC, a real estate consulting firm, dedicating about 10-20% of his time to each.
Employment History
Current Registrations
Solutions 4 Wealth
State Registrations1 state
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