Donald Mccloskey
Donald Mccloskey is a CFP-designated registered investment advisor at Summit Wealth and Retirement Partners, based in Eagle, ID, with 22 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 341 clients with $820M 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 $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable above $10,000,000. Certain clients may be charged pursuant to a “cliff” or “breakpoint” fee schedule with multiple different fee breakpoints that correspond to different levels of client assets under management.
Fee Estimator
Location
435 E Shore Drive, Suite 220, Eagle, ID, 83616
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 financial advisor, CCO, and COO for Summit Wealth and Retirement Planning, dedicating full-time hours to providing financial planning and managing operations/compliance. He also serves as a Branch Principal and registered representative/principal for Mutual Securities, spending a few hours per week on branch compliance and supervision.
Employment History
Current Registrations
Summit Wealth and Retirement Partners
Mutual Securities, INC.
Mutual Securities, INC.Broker
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.