Donaldson Financial Wellness Network, LLC offers portfolio management and advisory services to individuals, pensions, trusts, estates, charitable organizations, foundations, and endowments. DFWN provides pension consulting, financial planning, consulting, and investment management services. Investment management is offered through third-party asset management programs.
Fee Structure
Donaldson Financial Wellness Network does not directly manage assets. Instead, they recommend third-party managed programs. They typically receive a fee of 0.25% to 1.00% of your assets invested in these programs. The exact fee will be disclosed in a separate document or in the investment management agreement. Clients will also be charged various program fees in addition to Donaldson Financial Wellness Network's fee. Some programs have minimum fees.