Donald Demuth
Donald Demuth is a CFA, PFS-designated registered investment advisor at Mighty Oak Strong America Investment Company, based in Mechanicsburg, PA, with 26 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, High Net Worth, Investment Management, Medical Professionals, and 2 more. Their firm serves 173 clients with $340M 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 $4.0M | 1.00% |
| $4.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for clients with assets of $25,000,000 or more under management. Current and former employees, their family members, and houses of worship are typically not charged.
Fee Estimator
Contact
Donald Demuth
Location
940 Century Drive, Suite B, Mechanicsburg, PA, 17055-4376
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 Activities
Donald is a partner at Demuth & Kaufman Professional Management Consultants, dedicating about 10-20% of his time. He is also a partner in Demuth & Kaufman Real Estate Partnership, spending minimal time on this activity.
Employment History
Current Registrations
Mighty Oak Strong America Investment Company
Previous Registrations
Demuth & Kaufman Professional Management Consultants
State Registrations2 states
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.
Exams
Additional Information
Donald L. DeMuth, CFA, MBA, CPA/PFS/ABV