DP
DP

Donald Michael Paracca

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
34 advisors
Number of Clients
1,350 clients
Average Client Portfolio
$384K average
Assets Under Management
$519.0M

Fee Structure

Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.95%
$1.0M - $3.0M1.75%
$3.0M - $5.0M1.50%
$5M+1.00%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$1,200
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Location

2100 Constitution Blvd, Suite 113, Sarasota, FL, 34231

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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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Employment History
Current Registrations
Compass Financial Management LLC
May 2024 - Present · 1 yr 9 mos
Previous Registrations
Edward Jones
January 2024 - May 2024 · 4 mos
Edward JonesBroker
November 2023 - May 2024 · 6 mos
State Registrations1 state
FL
Advisor
Exams
No exam information available for this advisor.
Donald Michael Paracca - Financial Advisor | TrueAdvisor