Ronald Patberg is a CFP-designated registered investment advisor at Donaldson Capital Management LLC, based in Columbus, IN, with 23 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,742 clients with $3.1B 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 $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.88% |
| $3.5M - $6.5M | 0.75% |
| $6.5M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10,000,000. All households will have a minimum annual fee of $4,500.
Fee Estimator
Location
700 Washington Street, Suite 203, Columbus, IN, 47201
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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
Donaldson Capital Management LLC
Previous Registrations
Irwin Union Advisory Services
Irwin Union Advisory Services
State Registrations1 state
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