Donald W. Traylor is a registered investment advisor in Texas, offering continuous investment advice and making investment decisions for clients based on their individual needs. Custom portfolios are developed based on client questionnaires, considering investment objectives, risk tolerance, and time horizon. Donald W. Traylor typically manages accounts on a discretionary basis, making investment decisions without prior consultation, but clients can impose reasonable restrictions. A total return strategy is implemented, focusing on both capital appreciation and income.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Annual fees based on the value of assets under management typically range between 0.50% and 1.75%. Fees are negotiable and may depend upon a number of factors including account size, complexity of the account portfolio, and investment strategies involved.