Donald Sada is a registered investment advisor at Trustmont Advisory Group, INC., based in Louisville, KY, with 17 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,945 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 (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Location
Louisville, KY
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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 →Employment History
Current Registrations
Trustmont Financial Group, INC.
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Previous Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Advisors LLCBroker
Cetera Investment Services LLCBroker
Cetera Wealth Services, LLCBroker
Cetera Advisor Networks LLC
First Allied Securities, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Trustmont Advisory Group, INC.
Trustmont Financial Group, INC.Broker
Metlife Securities INC.
Metlife Investors Distribution CompanyBroker
New England SecuritiesBroker
Metlife Securities INC.Broker
Investment Professionals, INC.
Investment Professionals, INC.Broker
Essex National Securities, INC.
Essex National Securities, INC.Broker
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.Broker
State Registrations1 state
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