Douglas Donnelly is a registered investment advisor at The Institute, based in Seattle, WA, with 40 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 817 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IWM charges a percentage of your assets under management. The exact fee is negotiated between you and your advisor, but the maximum fee is 2.00% per year. Fees can vary significantly among clients. IWM may waive fees for certain clients. IWM may also retain sub-advisors to assist with managing portfolios.
Location
4020 E Madison St, Suite 210, Seattle, WA, 98112
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Regulatory History (4)
Regulatory
January 2015Regulatory
August 2013Employment Separation After Allegations
March 2013Employment Separation After Allegations
March 2012Other Business Activities
Douglas is a 25% partner in Passing Time Winery since 2012, involved in strategizing for a wine label, dedicating minimal time. He also has several passive private investments in real estate, a house and farm, and private equity.
Employment History
Current Registrations
The Institute
Previous Registrations
Institute for Wealth Consultants, INC.
Stephen A. Kohn & Associates, LTD.Broker
Concert Wealth Management
Dinosaur Financial Group, L.L.CBroker
Northwest Asset Management
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
E. F. Hutton & Company INCBroker
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.