Brian Donne is a registered investment advisor at Vantage Wealth Management LLC, based in Corvallis, OR, with 20 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 218 clients with $49M 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 $350K | 1.30% |
| $350K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
For certain legacy clients, Vantage may assess an annual portfolio management fee of up to 2.0%.
Fee Estimator
Location
545 2nd Street, Suite D, Corvallis, OR, 97333
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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 →Other Business Activities
Brian is a board member for Calvary Corvallis, a non-profit church, dedicating minimal time. Brian also owns and operates D4 Properties LLC, which owns multi-family investment properties, spending about 10-20% of his time on this.
Employment History
Current Registrations
Vantage Wealth Management LLC
Previous Registrations
Country Trust Bank
Country Capital Management CompanyBroker
State Registrations2 states
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