DT
CFP
DT
CFP
Donald Tharp
26 Years of Experience
1 DisclosureMay Earn CommissionSells Insurance
Donald Tharp is a CFP-designated registered investment advisor at Hudson Financial Advisors INC, based in Streetsboro, OH, with 26 years of industry experience. Their practice areas include Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.5M | 0.60% |
| $1.5M - $5.0M | 0.40% |
| $5M+ | 0.25% |
Fees may be negotiable for SEI Managed Accounts Program. Multiple client affiliated accounts may be aggregated in determining the fees to be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10034 Wellman Road, Streetsboro, OH, 44241
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 1992Settled
Other Business ActivitiesSells Insurance
Donald is a licensed independent insurance producer. He earns commissions from selling insurance products.
Employment History
Current Registrations
Hudson Financial Advisors INC
October 1999 - Present · 26 yrs 6 mos
State Registrations2 states
FLOH
Advisor
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.
Exams
No exam information available for this advisor.