Donna Dodrill is a registered investment advisor at Future Capital Management INC., based in Windsor, CO, with 1 years of industry experience. Donna 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 356 clients with $79M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
Windsor, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Donna is a real estate broker associate with Cobalt Realty, LTD since 2014, assisting with brokering real estate transactions. This takes about 35-50 hours per month.
Employment History
Current Registrations
Future Capital Management INC.
State Registrations1 state
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