Donna Zinman is a registered investment advisor at Capital Advantage, INC., based in Walnut Creek, CA, with 28 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 683 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.85% |
| $4.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
All fees are subject to negotiation. Capital Advantage, in its discretion, may charge a lesser investment advisory fee, waive or modify its portfolio minimum or its minimum annual fee, charge a flat fee, waive its fee entirely, or charge its fee on a different interval, based upon certain criteria.
Fee Estimator
Location
1855 Olympic Blvd., Ste 300, Walnut Creek, CA, 94596
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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
Donna is an Endowment Committee Member at both the Moraga Education Foundation and the Cancer Support Community since 2018. In these roles, she acts as an advisor and liaison regarding endowment goals and investment guidelines, spending minimal time on each entity.
Employment History
Current Registrations
Capital Advantage, INC.
Previous Registrations
Charles Schwab & CO., INC.
State Registrations1 state
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