Advisor at Donner's Financial Services Inc.
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Firm
Donner's Financial Services Inc.
Location
Port St. Lucie, FL
Credentials
Series 63, Series 65
Industry experience
13 years
William Donner is a financial advisor at Donner's Financial Services Inc. in Port St. Lucie, FL, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Foresters Equity Services, Inc. from 2015 to 2018. Outside of advising, he is an independent insurance agent and coaches basketball at Redford Union High School. Donner's Financial Services Inc. provides portfolio management, financial planning, and asset allocation services for individuals, corporations, and other advisers. The firm uses a combination of model portfolios, third-party managers, and analytical methods with a focus on long-term holdings and offers both discretionary and non-discretionary management.
Based on Donner's Financial Services Inc.
Financial planning fixed fee ranging from $500 to $5,000
0.85% to 2.50% annually, negotiable depending on individual client circumstances
Insurance commissions earned by affiliated insurance agents are separate and in addition to advisory fees
Consulting and asset allocation services charged at $150/hour
Account minimum: $25,000 minimum (may be waived at firm's discretion) Fee-only: Financial planning fixed fees generally range between $500 and $5,000; hourly consulting fee $150 per hour (not negotiable); asset allocation services hourly fee $150 per hour (negotiable)
Port St. Lucie, FL
Michigan
Donner's Financial Services, Inc.
2018 - Present (8 years)
Foresters Equity Services, Inc.
2015 - 2018 (3 years)
Foresters Equity Services, Inc.
2015 - 2018 (3 years)
Donner's Financial Services, Inc.
2009 - Present (17 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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