Donald Talbert is a registered investment advisor at Latitude Advisors, LLC, based in Florence, KY, with 30 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,675 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Latitude Advisors charges a percentage of your portfolio value each year for investment management. The exact rate depends on the specific model used and the amount you invest.
For IA Managed Accounts, Navigator, and Third Party Research Model Managed Accounts:
- Up to 2.00% on the first $1,000,000
- Up to 1.50% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
For Latitude Model Managed Accounts:
- Up to 1.5% on the first $1,000,000
- Up to 1.25% on the next $4,000,000 (between $1,000,001 and $5,000,000)
- Up to 1.00% on amounts over $5,000,001
These fees are billed quarterly, based on the value of your investments at the end of each quarter. Fees are negotiable.
Location
7000 Houston Road, Ste 17, Florence, KY, 41042
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 sells non-variable insurance products and provides coaching/consulting for small business owners. He is also a partner in two home care businesses and provides fee-based financial advice through Life Map Financial, dedicating about half his time to this.
Employment History
Current Registrations
Latitude Advisors, LLC
Gwn Securities INC.Broker
Previous Registrations
Oneamerica Securities, INC.Broker
Oneamerica Securities, INC.
Pruco Securities, LLC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Latitude Advisors, LLC
Gwn Securities INC.Broker
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
W. S. Griffith & CO., INC.Broker
R. H. York & Company, INC.Broker
Investacorp, INC.Broker
Guardian Investor Services CorporationBroker
Wma Securities, INC.Broker
State Registrations4 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.