Donald Unger
Donald Unger is a registered investment advisor at Acorn Financial Advisory Services, INC., based in Henrico, VA, with 44 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,352 clients with $1.2B 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 $1.0M | 1.70% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.70% |
| $20.0M - $50.0M | 0.60% |
| $50M+ | 0.50% |
Fee Estimator
Location
1897 Billingsgate Circle, Ste B, Henrico, VA, 23238
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 ActivitiesSells Insurance
Donald is the President of Old Dominion Insurance & Financial Services since 1991 and spends minimal time on insurance-related business. He is also an unpaid board member of Tuckahoe Volunteer Rescue Squad, dedicating minimal time outside of trading hours.
Employment History
Current Registrations
Acorn Financial Advisory Services, INC.
Great Point Capital LLCBroker
Previous Registrations
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Investors Security Company, INC.Broker
Allstate Financial Services, LLCBroker
Investors Security Company, INC.Broker
The Advisors Group, INC.Broker
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
Jefferson-Pilot Investor Services, INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Wheat, First Securities, INC.Broker
State Registrations8 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.