Warren Ward is a CFP-designated registered investment advisor at Donaldson Capital Management LLC, based in Columbus, IN, with 25 years of industry experience. Warren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,742 clients with $3.1B 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 | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.88% |
| $3.5M - $6.5M | 0.75% |
| $6.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. All households will have a minimum annual fee of $4,500.
Fee Estimator
Location
700Washington Street, Suite 203, Columbus, IN, 47201
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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 Activities
Warren is an Elder at First Presbyterian Church, providing guidance and oversight. He also coordinates the Jazz Series for the Columbus Indiana Philharmonic, securing and promoting musicians, dedicating minimal time to each activity.
Employment History
Current Registrations
Donaldson Capital Management LLC
Previous Registrations
Wwa Planning & Investments
Warren Ward Associates, Financial Planning
Linsco/private Ledger CORP.
State Registrations1 state
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