wiseradvisor

Donald Felty, PhD
Donald Felty Llc

Tel: (513) 284-1959
6989 Morris Road
Fairfield Township, OH 45011
Donald Felty Llc | Financial Advisor in Fairfield Township ,OH

About Donald Felty Llc


General Information

Insurance License#:   42575
States Licensed in:   OH
Number of Years with Current Firm:   40
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Insurance, Stocks, Mutual Funds, Bonds, Alternative Investments, Exchange Traded Funds (ETFs), Annuities, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone, At your office, Via email, At your home, At my office


Qualifications & Memberships

Insurance and Annuity Licenses:   Life, Health, Annuity


Firm Information

Advisor's Number of Clients:   140
Advisor's Number of Managed Clients:   120
Assets Managed by Advisor:   10,000,000


Compliance

Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Fee % Based on Assets:   1%
Additional Details on Charges:   fees reduce based on size of account 1% .45%
Minimum Fee Charged for Managed Accounts:   $250


Education

PhD - Administration  Miami University - Oxford, Ohio
1/2/1990-6/2/1992

Further Studies - Finance  University of Wales - Bangor, Wales
9/1/1998-6/2/1998


Donald Felty, PhD

Donald Felty, PhD

ChFC®, CLU®

I began my financial services career in 1976 and currently have clients in eight different states. He earned the professional designations of Chartered Life Underwriter and Chartered Financial Consultant through The American College of Financial Services. Don earned a PhD at Miami University, did post-graduate work in finance at the University of Wales, and earned certifications as a Certified Investment Management Consultant, Certified Investment Management Analyst, and Certified Annuity Specialist. Don was described as the most widely read student in as both an undergraduate and graduate student. Don has taught financial, investment and retirement Planning at three major American Corporations and as an adjunct professor on the college level. He is a valued resource to Individuals, CPAs, Attorneys, Insurance Agencies, and other financial professionals in tax-deductible retirement savings accounts including: 401(k) or 403(b) offered by employers, Solo 401(k) SEP IRA, Simple IRA, for business owners, IRA, IRA Rollover, Roth IRA and Health savings accounts for individuals. Don says that investing for retirement income requires different wisdom than investing for accumulation. For nearly two decades, he has specialized in strategies to increase retirement income and decrease risk. DONALD FELTY LLC is a Registered Investment Adviser registered with the Ohio Division of Securities. Investment Advisers Are Fiduciaries to their advisory clients. This means that they have a fundamental obligation to act in the best interests of their clients and to provide investment advice in their clients' best interests.

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My Services

Estate Planning & Trusts

Estate Planning is routine with each client DONALD FELTY LLC client.


Wealth Management

For over four decades I have served as a consultant to individuals, Business Owners, CPAs, Attorneys, Insurance Agencies, and other financial professionals with regard to wealth management issues.


Financial Planning for Businesses

401K, solo 401K, Simple 401K IRA, Simple, SEP, IRA Roth


Communities Served

Cincinnati Northern Kentucky
Ohio Indiana
Kentucky North Carolina
Florida Michigan
Alabama Texas
Colorado