Donalies Financial Planning, LLC
Assets Under Management
$180.2M
Number of Clients
140
Number of Advisors
4
Avg. Portfolio per Client
$1.3M
Avg. Managed per Advisor
$45.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Donalies Financial Planning, LLC (DFP) provides financial and investment advice to individuals, families, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. DFP offers strategic financial planning and portfolio management, short-term financial planning, and hourly financial planning. DFP does not sell insurance or investment products and does not accept commissions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
There is a minimum annual fee of $5,000 for investment advisory services (not to exceed 3% of assets under management). Fees are negotiable.
Fee Estimator
Areas of Practice
Location
DC, United States
