Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Fee Structure
DeMarche offers general services individually or as part of retainer agreements, accepting subscription fees upon request. They do not receive direct compensation from security sales. Clients are invoiced upon service provision, with payments due within 30 days. Advance payments are refundable upon contract termination. Fees vary based on service level and portfolio complexity.
Areas of Practice
Advisor Information
Office location
10975 Grandview Drive, Suite 500, Overland Park, KS, 66210-1564
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.
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Donald is an adjunct professor at Avila College in Kansas City, Missouri, teaching "Consumer Behavior" since 1995. He dedicates about 10-20% of his time to this non-investment related activity.