Donald Spini is a registered investment advisor at Sun Valley Advisory, based in Scottsdale, AZ, with 3 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 180 clients with $58M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fee is in addition to third-party money manager fees, which may range from 0.50% to 1.00%. Clients will not be charged more than 2.25% combined by Sun Valley Advisory and the third-party money manager. Fees are negotiable.
Fee Estimator
Location
Scottsdale, AZ
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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 →Other Business ActivitiesSells Insurance
Donald is the President of Sun Valley Wealth Management, LLC, focusing on annuity sales. He spends about a quarter of his time managing clients, paying expenses, and overseeing the financial aspects of the business.
Employment History
Current Registrations
Sun Valley Advisory
Previous Registrations
Encompass More Asset Management LLC
Verity Asset Management
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.