Donald Safstrom is a CFP, PFS-designated registered investment advisor at Truvestments Capital LLC, based in Sarasota, FL, with 29 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,473 clients with $600M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.35% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
5391 Lakewood Ranch Blvd N, Suite #303, Sarasota, FL, 34240
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Donald is the President & CPA at Safstrom CPAs & Advisors, PLLC, focusing on tax preparation, dedicating a significant amount of time to this role. He is also a Designated Broker/LLC Member at Puget Sound Realty Advisors, LLC, involved in commercial property management, spending minimal time on this activity.
Employment History
Current Registrations
Truvestments Capital LLC
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Financial Planners Northwest, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
H.D. Vest Investment ServicesBroker
H.D. Vest Advisory Services, INC
State Registrations1 state
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