Donner's Financial Services offers investment advice to individuals, businesses, and other advisors. They provide portfolio management tailored to your goals, financial planning to manage your resources, and asset allocation services to diversify your investments. They may also recommend other investment managers. Donner's Financial Services uses charting and fundamental analysis to inform their investment strategies.
Fee Structure
Donner's Financial Services charges a percentage of your portfolio's value annually for investment management. The exact percentage is negotiable and ranges from 0.85% to 2.50%. The fee is calculated monthly based on the value of your investments at the end of the billing period. You can end the agreement with 30 days' notice, and you'll only be charged for the days Donner's Financial Services managed your account.