DS
ChFC
DS
ChFC

Don Slabaugh

25 Years of Experience
Boyne City, MI

Don Slabaugh is a ChFC-designated registered investment advisor at Don A. Slabaugh, LLC, based in Boyne City, MI, with 25 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 30 clients with $30M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$30.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee is open to negotiation and may be reduced in limited cases.

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

Boyne City, MI

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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
Don A. Slabaugh, LLC
February 2004 - Present · 22 yrs 3 mos
Previous Registrations
Wachovia Securities, LLC
March 2000 - September 2003 · 3 yrs 6 mos
State Registrations2 states
MITX
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.