Donald Bolden
Donald Bolden is a CFP-designated registered investment advisor at Capsouth Wealth Management, based in Dothan, AL, with 24 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 383 clients with $880M 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 | 1.15% |
| $250K - $1.0M | 0.85% |
| $1.0M - $2.5M | 0.65% |
| $2.5M+ | 0.50% |
There is a minimum annual fee of $2,000 per household. Fees are negotiable.
Fee Estimator
Location
2216 W. Main Street, Dothan, AL, 36301
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2015Customer Dispute
September 2002Other Business Activities
Donald is a partner and manager of real estate LLCs, dedicating minimal time to the business. This activity is not investment-related and no fees are charged by CapSouth.
Employment History
Current Registrations
Capsouth Wealth Management
Previous Registrations
Wachovia Securities Financial Network, LLC
Captrust Financial Advisors
State Registrations1 state
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.