Overview

Headquarters
Cedar Park, TX
Total Firm Assets
$349 million
Average High-Net-Worth Client Portfolio Size
$1.3 million
Stated Minimum Account Size
$10,000

Fee Disclosure

Source: DONATO WEALTH MANAGEMENT, PLLC BROCHURE (2026-08-27) · View brochure text

MinMaxDisclosed Annual Rate
$0 $5,000,000 2.00%
$5,000,001 and above 1.00%
Estimated Annual Advisory Fees
Portfolio ValueEstimated Annual FeeEffective Fee Rate
$1 million $20,000 2.00%
$5 million $100,000 2.00%
$10 million $150,000 1.50%
$50 million $550,000 1.10%
$100 million $1,050,000 1.05%

Actual fees may vary; other investment costs may apply.

Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios

Clients

High-Net-Worth Share of Firm Assets
72.50%
Number of High-Net-Worth Clients
201
Total Client Accounts
1,599
Discretionary Accounts
1,574
Non-Discretionary Accounts
25

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number
305031
  • DONATO WEALTH MANAGEMENT, PLLC BROCHURE (2026-08-27) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

Frequently Asked Questions