Donald Gaskell
Donald Gaskell is a ChFC-designated registered investment advisor at Verus Capital Partners, LLC, based in Marlborough, MA, with 43 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 4,040 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K+ | 2.00% |
Fees may be negotiable.
Fee Estimator
Location
5 Mount Royal Ave, Ste 250, Marlborough, MA, 01752
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donald operates William F Sullivan Financial Services as a DBA for his LPL business. He is also an agent for Sullivan Insurance Group, Inc., selling life, disability, health, group medical, dental, life, disability, and vision insurance, but dedicates minimal time to this activity.
Employment History
Current Registrations
Verus Capital Partners, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Capitol Securities Management, INC.
Capitol Securities Management, INC.Broker
Capitol Advisory CorporationBroker
Travelers Equities Sales, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.