Adam Donaldson is a registered investment advisor at Tudor Financial, INC., based in Dayton, OH. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 428 clients with $220M 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 $500K | 1.25% |
| $500K - $3.0M | 1.00% |
| $3M+ | 0.75% |
Investment management fees for the Legacy Individual Stock Strategies are: $500,000 – 5,000,000: .75% of entire balance; Greater than $5,000,000: .60% of entire balance. At our discretion, we may combine the account values of family members living in the same household. Multiple portfolios aggregated by family members living in the same household could provide an incremental fee benefit.
Fee Estimator
Location
8111 Timberlodge Trail, Dayton, OH, 45458-2103
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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
Tudor Financial, INC.
State Registrations1 state
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