Donald Lamison is a registered investment advisor at Sequinox Wealth Management, LLC, based in Scottsdale, AZ, with 27 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, Investment Management. Their firm serves 761 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Advisory fee is negotiable.
Fee Estimator
Location
4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ, 85251
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 is affiliated with Hershberger Insurance Agency since 1999, selling property and casualty insurance, as well as a small amount of life insurance and annuities. He also works as the head varsity hockey coach at Westmont Hill Top High School, dedicating about 10-20% of his time to this role.
Employment History
Current Registrations
Sequinox Wealth Management, LLC
Mulholland Wealth Advisors, LLC
Previous Registrations
Highland Financial, LTD
Trustmont Financial Group, INC.Broker
Highland Financial, LTD.Broker
Nylife Securities INC.Broker
State Registrations1 state
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.