Advisor at Investment Fiduciary Planners, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Investment Fiduciary Planners, LLC
Location
Denver, CO 80206
Credentials
Series 66
Industry experience
19 years
Nicholas Donaldson is a financial advisor at Investment Fiduciary Planners, LLC with 19 years of industry experience. He holds the Series 66 designation and has previously worked at GVC Capital LLC and Cape Securities, Inc. In addition to his advisory role, he is an independent insurance agent and mortgage loan officer. Investment Fiduciary Planners provides advisory services to individuals, high-net-worth clients, non-profits, and small businesses, offering portfolio management, financial planning, and oversight of third-party asset managers. The firm uses a structured relationship management process and bases investment decisions primarily on fundamental analysis and modern portfolio theory.
Based on Investment Fiduciary Planners, LLC
Based on Investment Fiduciary Planners, LLC
All Assets+: 1.00% (IFP) + 0.40% (Institute for Wealth Management) = 1.40% total for IWM-managed accounts All Assets+: 1.00% (IFP) + 0.32% - 0.95% (American Funds) = 1.32% - 1.95% total for American Funds accounts New assets only+: 0.75% - 1.00% (IFP fee for Community National Bank accounts)
Fee-only: Fees are asset-based as detailed in fee_tiers; no commissions accepted.
250 Fillmore St, Suite 150
Denver, CO 80206
Colorado
Investment Fiduciary Planners, LLC
2017 - Present (9 years)
GVC Capital LLC
2017 - 2019 (2 years)
Cape Securities, Inc.
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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Series 63, Series 66
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Visionary Planning & Investment, LLC
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