Don Morgan is a registered investment advisor at Colmina, LLC, based in Spokane Valley, WA, with 30 years of industry experience. Don 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 40 clients with $85M 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 $200K | 1.50% |
| $200K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Some clients may be on a flat or lower fee schedule or have the fee waived based on individual circumstances. In no case will a flat fee exceed 1.50% annually.
Fee Estimator
Location
2610 N. Pines Road, Spokane Valley, WA, 99206
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2012Customer Dispute
August 2011Other Business Activities
Don is involved in several business activities, including operating under DBAs for his LPL business (Independent Wealth Connections and iWealthConnect), managing a real estate rental LLC (Greystone LLC), serving as a non-profit board member, authoring, and tax preparation. He dedicates a full-time effort to his LPL business, minimal time to tax/investment purposes, a few hours per week to real estate and tax prep, and a few hours per week to the Republican Central Committee and authoring.
Employment History
Current Registrations
Colmina, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.