Matthew Effinger
Matthew Effinger is a registered investment advisor at Donaldson Capital Management LLC, based in Evansville, IN, with 4 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,742 clients with $3.1B 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 | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.88% |
| $3.5M - $6.5M | 0.75% |
| $6.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. All households will have a minimum annual fee of $4,500.
Fee Estimator
Location
20 Northwest First Street, Fifth Floor, Evansville, IN, 47708
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
Matthew works as a financial advisor at Hentrup Financial Group since 2022, where he sells insurance and fixed annuities. He dedicates a few hours per week to this activity during securities trading hours.
Employment History
Current Registrations
Donaldson Capital Management LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
USA Financial Securities LLCBroker
USA Financial Securities Corporation
State Registrations1 state
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.