Donald W. Traylor
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary portfolio management primarily to individual clients, developing custom portfolios based on client questionnaires, investment objectives, and risk tolerance. It also offers consulting on alternative investments and other investment-related matters on an hourly or fixed-fee basis and does not participate in wrap fee programs.
The investment approach emphasizes a total-return strategy that balances capital appreciation and income, relying mainly on fundamental analysis with occasional use of technical analysis to inform security selection. Portfolios may include individual stocks, mutual funds, ETFs, fixed income and other instruments, and the advisor typically monitors and adjusts accounts on an ongoing basis, using long-term, short-term, or trading strategies as appropriate.
A distinctive feature is that the firm’s principal also practices as a licensed attorney and, separate from the advisory business, provides legal services—primarily to businesses—a role the brochure notes can occupy more than half of his time on some days. The firm is also small by assets and client count relative to peers, managing roughly $333,500 for two clients, and it does not vote client proxies (clients retain responsibility for voting).
Client services
Expertise
Fee options
Fixed fees may be charged in lieu of ongoing annual management fees for consulting or miscellaneous services
Hourly consulting fees range from $200.00 to $300.00 per hour
Account minimum: $500.00 minimum annual fee (may be waived or modified at advisor's discretion) Minimum fee: $500.00 minimum annual fee which may be waived or modified Fee-only: Management fees typically range from 0.50% to 1.75% of assets under management; fees may also be fixed amounts; fees are negotiable
Main office
Houston TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Donald W. Traylor · Donald Winston Traylor · Traylor, Donald W.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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