Advisor at Platform Wealth Advisors
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Firm
Platform Wealth Advisors
Location
Goleta, CA 93117
Credentials
CFP®, Series 66
Industry experience
7 years
Donovan Roberson is a CFP® professional with seven years of industry experience. He is currently with Platform Wealth Advisors and previously worked at Walpole Financial Advisors, Pensionmark Securities, LLC, and Northwest Administrators. Platform Wealth Advisors offers discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, qualified plans, and small businesses. The firm emphasizes Modern Portfolio Theory and long-term, low-turnover asset-class investing, supported by formal affiliations with accounting and consulting practices and a range of specialized portfolio management features.
Based on Platform Wealth Advisors
Based on Platform Wealth Advisors
Financial Planning Services fixed fees typically ranging from $2,500 to $10,000
$0 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
Account minimum: $1,000,000 Minimum fee: $11,000 annual fee minimum for Investment Management services; $750 minimum quarterly fee for Employee Benefit Retirement Plan Services Fee-only: Financial Planning fixed fees ranging from $2,500 to $10,000; Consulting services annual fee of 0.20% (20 basis points)
70 Santa Felicia Drive
Goleta, CA 93117
California · Texas
Platform Wealth Advisors
2024 - Present (2 years)
Walpole Financial Advisors
2022 - 2024 (2 years)
Pensionmark Securities, LLC
2017 - 2022 (5 years)
Northwest Administrators
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Solvang, CA
Financial Telesis Company
Series 66
Santa Barbara, CA
Ironcrest Capital Management LLC
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