Donalies Financial Planning offers comprehensive financial planning and portfolio management services to individuals, families, business entities, and trusts. Founded by Charles E. Donalies, the firm specializes in working with dual-income families and individuals who are preparing for or are already in retirement. Services include goal discovery, cash flow analysis, investment planning, retirement income projections, tax strategy reviews, insurance analysis, estate planning coordination, and college savings projections. The firm builds customized portfolios using a combination of passive and active strategies, utilizing exchange-traded funds, mutual funds, individual stocks and bonds, and government securities. Donalies Financial Planning also offers short-term project-based financial planning, hourly consulting, and educational workshops.
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% |
All fees are negotiable. There is a minimum annual fee of $5,000. Financial planning is included with investment management.
