Donald Felty LLC offers asset management services, providing ongoing supervision of client accounts. They work with clients to determine their needs, goals, and risk tolerance, then make investment recommendations. Investments focus on portfolios built around specific investing strategies. Donald Felty LLC does not receive commissions for purchasing or selling financial products or securities. However, Donald Felty Co., a separate business entity, does receive commissions from the sale of fixed annuities and life insurance.
Assets Under Management$11M
Clients40
Advisors1
Avg. per Client$270K
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Donald Felty LLC charges a negotiable annual fee based on the value of your portfolio. The fee is paid monthly.
The standard fee ranges are:
Preferred Client 1 (Current Status)
- 1.00% on the first $100,000
- 0.75% on the amount from $100,000 to $250,000
- 0.70% on the amount from $250,000 to $500,000
- 0.65% on the amount from $500,000 to $1,000,000
- 0.50% on the amount from $1,000,000 to $2,000,000
- 0.45% on the amount over $2,000,000
Prior to 2020 Preferred Client Status
- 1.25% on the first $100,000
- 1.00% on the amount from $100,000 to $250,000
- 0.95% on the amount from $250,000 to $500,000
- 0.90% on the amount from $500,000 to $1,000,000
- 0.75% on the amount from $1,000,000 to $2,000,000
- 0.70% on the amount over $2,000,000
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