DK
DK

Donald John Kwarta

8 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
11 advisors
Number of Clients
739 clients
Average Client Portfolio
$617K average
Assets Under Management
$455.8M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+1.00%

Fee is negotiable at the sole discretion of the firm.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

5582 West Henrietta Road, West Henrietta, NY, 14586

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Donald is involved with Horizon Advisory Services, providing financial planning and investment advice since 2018. He dedicates nearly full-time hours to trading and investment advisory activities.

Employment History
Current Registrations
Horizon Financial
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
Ssn Advisory, INC.
September 2017 - September 2020 · 3 yrs
State Registrations2 states
FLNY
Advisor
Exams
No exam information available for this advisor.