Don Scholl & Associates, Inc. is a registered investment advisor that manages investment portfolios for clients. The firm uses asset allocation planning software and offers investment management through the Vision2020 wealth management platform. They construct portfolios based on your risk tolerance, investment objectives, and financial situation. Portfolios may include mutual funds, exchange traded funds, stocks, bonds, and other investments.
Assets Under Management$42M
Clients116
Advisors1
Avg. per Client$360K
Avg. per Advisor$42M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Don Scholl & Associates offers investment management through the Vision2020 platform. There are two fee options:
- Wrap Fee Account (No Transaction Fees): A single fee covers advisory services and transaction costs. The maximum annual fee is 2.500% on the first $249,999.99, decreasing to 1.000% for amounts over $25 million.
- Non-Wrap Fee Account (Separate Transaction Charges): You pay a quarterly advisory fee plus per-trade transaction charges. The maximum annual advisory fee is 2.300% on the first $249,999.99, decreasing to 0.800% for amounts over $25 million.
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