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Donald Demuth

Advisor at Mighty Oak Strong America Investment Company

Updated today

Location

Mechanicsburg, PA 17055-4376

Credentials

CFA®, PFS™

Industry experience

26 years

About

Donald Demuth is a CFA® and PFS™ credentialed advisor with 26 years of industry experience. He has been with Mighty Oak Strong America Investment Company since 2003 and is also a partner at DeMuth & Kaufman Professional Management Consultants, a firm he has been affiliated with since 1976. Mighty Oak Strong America Investment Company serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing investment supervisory services, portfolio management, and financial planning. The firm utilizes fundamental analysis with a focus on long-term positions in no-load mutual funds and ETFs, while also employing active strategies when appropriate, and offers clients access to institutional asset-class funds and coordinated tax-preparation services through its affiliation with DeMuth & Kaufman.

Client services

Based on Mighty Oak Strong America Investment Company

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Mighty Oak Strong America Investment Company

Active portfolio management Passive / index investing Real estate investing

Fee options

Percentage

$0 - $4 million: 1.00% annually $4 million - $10 million: 0.95% annually $10 million - $25 million: 0.75% annually $25 million+: Negotiable

Project-based

Hourly fees for Limited-Scope Financial Planning range from $215 to $475 per hour.

Other

Account minimum: $250,000 Fee-only: Fees based on percentage of assets under management; no commissions accepted.

Location

940 Century Drive, Suite B

Mechanicsburg, PA 17055-4376

Most active in

Pennsylvania · Texas

Work history

Mighty Oak Strong America Investment Company

2003 - Present (23 years)

DeMuth & Kaufman Professional Management Consultants

1976 - Present (50 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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