Don Slabaugh is a ChFC-designated registered investment advisor at Don A. Slabaugh, LLC, based in Boyne City, MI, with 26 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, Retirement Planning. Their firm serves 44 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are charged quarterly at 0.375% of assets under management. Fees are negotiable and may be reduced for accounts with lower complexity, such as those holding primarily bonds or certificates of deposit.
Fee Estimator
Location
Boyne City, MI
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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
Don A. Slabaugh, LLC
Previous Registrations
Wachovia Securities, LLC
State Registrations2 states
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
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