Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are subject to negotiation and may vary.
Fee Estimator
DEM charges a quarterly fee based on the value of assets in your account. The annual fee is 1.5% on assets up to $3 million, 1.0% on assets between $3 million and $5 million, and 0.75% on assets above $5 million. Fees are subject to negotiation and may vary. The advisory fee covers portfolio management and advisory services only and does not include brokerage commissions or other account expenses.
Areas of Practice
Advisor Information
Office location
200 1st Street, Suite 204, Neptune Beach, FL, 32266
Get directionsRegulatory 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 Activities
Donald owns three companies that operate and/or develop Firehouse Sub franchises and another company holding personal real estate investments. He has no day-to-day responsibilities for the restaurants and his involvement is primarily making high-level business management decisions that do not materially affect his advisory business.