Donald Lagrange is a CFP, ChFC-designated registered investment advisor at Murphy & Sylvest, based in Dallas, TX, with 5 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 415 clients with $380M 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 | 1.25% |
Fees are negotiable depending upon the needs of the client, complexity of the situation and the third-party manager if applicable. In general, fees may reduce as the aggregate assets under management increase.
Fee Estimator
Location
13760 Noel Road, Suite 300, Dallas, TX, 75240
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 owns LaGrange Financial Group, a service-disabled veteran owned entity in Texas, used for insurance residual income and expenses. He spends minimal time on this activity.
Employment History
Current Registrations
Murphy & Sylvest
State Registrations1 state
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