Donner's Financial Services Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$659,641
Clients
12
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$54,970
About
Donner's Financial Services Inc. provides portfolio management, financial planning, asset allocation, and the selection of third‑party advisers for individuals (including high‑net‑worth clients), corporations, other investment advisers and insurance companies. The firm offers both discretionary and non‑discretionary management and can implement model portfolios or engage sub‑advisers to meet client needs.
The investment process relies on a mix of firm model portfolios, third‑party money managers and analytical methods such as charting and fundamental analysis, with an emphasis on long‑term holdings and periodic account reviews. The firm also uses directly held mutual fund share classes through American Funds (including F‑2 shares) and assists clients with onboarding and ongoing monitoring of recommended TPMMs.
A noteworthy feature is that the firm is also a licensed insurance agency and its advisory personnel may earn separate, commission‑based compensation for insurance and annuity sales, a practice the brochure identifies as a potential conflict of interest. The practice is relatively compact, serving a limited client base while relying on TPMMs and custodial arrangements that permit fee debits through fund platforms—an operating mix that differs from many independent peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Asset allocation services
Expertise
Annuities
Fee options
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)
Main office location
Donner's Financial Services Inc.
Port St. Lucie FL, United States
Number of offices
2
Most active in
Donner's Financial Services Inc. has reported serving >5 clients in these states in the last 12 months.
Michigan
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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