DE
CFP
DE
CFP

Donald Ennis

4 Years of Experience
Cincinnati, OH

Donald Ennis is a CFP-designated registered investment advisor at Johnson Investment Counsel, INC., based in Cincinnati, OH, with 4 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 5,470 clients with $23B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
65 advisors
Number of Clients
5,470 clients
Average Client Portfolio
$4.2M average
Assets Under Management
$23.0B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.80%
$5M+0.50%

Some clients with established relationships prior to April 15, 2026, as well as certain institutional accounts and family office accounts, may be subject to a different fee schedule. Fees may be negotiated in limited circumstances for fixed-fee asset management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5577 Montgomery Rd., Suite 400, Cincinnati, OH, 45236

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Johnson Investment Counsel, INC.
May 2022 - Present · 4 yrs 5 mos
Previous Registrations
Park Avenue Securities LLC
March 2022 - June 2022 · 3 mos
Park Avenue Securities LLCBroker
December 2021 - June 2022 · 6 mos
State Registrations2 states
OHTX
Advisor

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
No exam information available for this advisor.
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