Donald Lennard is a registered investment advisor at Demarche, based in Overland Park, KS, with 18 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 16 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DMS charges for investment services in two ways:
- As a percentage of the value of your portfolio. These fees may range from 0.05% to 0.70% per year.
- As a flat fixed fee, which is negotiated with clients.
Location
10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564
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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.
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Donald is an adjunct professor at Avila College in Kansas City, Missouri, teaching "Consumer Behavior" since 1995. He dedicates about 10-20% of his time to this non-investment related activity.
Employment History
Current Registrations
Demarche
Demarche
Previous Registrations
Demarche Associates INC
State Registrations1 state
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