D
Doncaster Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$10,967,371
Total clients
35
54% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
35
Average account size
$313,353
About
Doncaster Wealth LLC is a registered investment adviser that offers discretionary asset management and financial planning and consulting services, including full plans and ongoing planning engagements. In its Form ADV the firm is new and, at the time of filing, reported no assets under management and no individual clients.
The firm tailors portfolios to clients’ stated goals, time horizons and risk tolerance and uses methods such as fundamental analysis, cyclical analysis and Modern Portfolio Theory; it accepts discretionary trading authority to implement those strategies. Asset management is billed on a tiered percentage-of-AUM basis (billed quarterly in advance), while financial planning is offered for flat fees on both one‑time and ongoing bases.
A distinctive disclosure in the brochure is the firm’s insurance affiliation: the principal is a licensed insurance agent with Pacific Life and will offer insurance products for separate, commission-based compensation, a conflict the firm discloses and says it mitigates through fiduciary duties and client disclosures. The filing also notes several operational characteristics that set it apart from many peers — it reported zero AUM at filing, does not vote client proxies, and discloses receipt of custodial research/soft-dollar benefits while recommending a particular custodian.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Wealth management
Tax-loss harvesting
Fee options
Full Financial Plans: $2,000 to $20,000 based on complexity; Ongoing Financial Planning Services: $3,000 to $20,000 annually, paid monthly or quarterly in advance.
$0 - $800,000: 1.20% annually $800,000.01 - $5,000,000: 0.70% annually $5,000,000.01+: 0.40% annually
Main office location
Doncaster Wealth LLC
Hinsdale IL, United States
Number of offices
1
Most active in
Doncaster Wealth LLC has reported serving >5 clients in these states in the last 12 months.
California · Illinois · Massachusetts · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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