A complete list of active advisors currently associated with Don Scholl & Associates, Inc.
Warmer can help you find a great advisor at Don Scholl & Associates, Inc. or one who fits your needs even better.
Don Scholl & Associates, Inc. provides investment advisory services to individuals (including high‑net‑worth clients), businesses, and corporations through its Vision2020 Wealth Management Platform. The firm offers portfolio management on both discretionary and non‑discretionary bases and generally requires $50,000 to open a Wealth Management Platform account, offering both wrap and non‑wrap fee arrangements. The firm's investment process combines fundamental and technical analysis and generally emphasizes long‑term mutual fund holdings while retaining the ability to employ short‑term strategies, inverse funds, short sales, leverage, options and hedging when deemed suitable. Advisor Managed Portfolios use a risk tolerance questionnaire, efficient frontier plotting, portfolio optimization and rebalancing tools, with execution and custody provided through Pershing, LLC; discretionary accounts are actively traded while non‑discretionary accounts are typically managed to agreed asset allocations. Noteworthy in the brochure is the firm’s dual role in advisory and brokerage/insurance activity: its advisory representatives are registered representatives of 2VDLF :HDOWK, Inc., and the firm processes advisory activity through that broker‑dealer’s clearing relationship with Pershing. The firm also sponsors a wrap fee program and its representatives are licensed insurance agents who may receive commissions for securities and insurance product sales in addition to advisory fees, a compensation structure the brochure discloses as a potential conflict of interest.
To learn more about the advisors currently working at Don Scholl & Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 39
|
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