John Donaldson is a CFA-designated registered investment advisor at Haverford Financial Services, INC., based in Radnor, PA, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 20 clients with $340M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.35% |
| $50M+ | 0.35% |
Fees negotiable for accounts over $50 million. Fees for wrap accounts range from 0.20% to 0.55%.
Fee Estimator
Location
Three Radnor Corporate Center, Suite 450, Radnor, PA, 19087-4546
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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 →Employment History
Current Registrations
Haverford Financial Services, INC.
Previous Registrations
1838 Investment Advisors,lp
Kop Management,llc
State Registrations1 state
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