Donald Simoneaux is a registered investment advisor at Waterloo Capital, based in Austin, TX, with 10 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,088 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Waterloo Capital offers investment management services for a fee based on the value of your portfolio. The fee includes Waterloo Capital's advisory fee (up to 2%, which is negotiable) and a sub-adviser fee if a sub-adviser platform is used (the sub-adviser's fee is not negotiable). You'll pay this fee quarterly, in advance. Under certain circumstances, clients may be charged $250 per hour for additional services. For clients with assets under management of $2,000,000 or more, the firm will, on a quarterly basis, reduce its next quarterly fee in an amount equal to the transaction-based fees incurred by the client during the preceding quarter.
Location
2801 Via Fortuna, Suite 250, Austin, TX, 78746
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is the treasurer for the board of directors of Highland Montessori School, a non-profit preschool. He dedicates minimal time to this role.
Employment History
Current Registrations
Waterloo Capital
State Registrations1 state
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