Donald Felty LLC is a registered investment advisory firm founded in 2001 and based in Hamilton, Ohio. The firm provides ongoing investment management services, designing custom portfolios built around specific strategies such as market sectors, investing styles, geographic regions, or retirement focus. Donald Felty LLC uses fundamental and technical analysis, charting, and modern portfolio theory to guide investment decisions. The firm manages assets on a discretionary basis, meaning they make trades on behalf of clients without needing prior approval for every transaction. In addition to investment management, Donald Felty LLC occasionally offers advice on financial planning matters, taxation issues, and trust services. The firm does not have a minimum account size requirement for its asset management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.75% |
| $250K - $500K | 0.70% |
| $500K - $1.0M | 0.65% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.45% |
Fees are negotiable. An alternative fee schedule applies to clients who joined prior to 2020, ranging from 1.25% down to 0.70%.