Don Humphreys
Harrington Park, New Jersey, 07640
Member Since 2011
I specializes in investment services and financial planning with an eye toward controlling risk while working towards the goal of long-term wealth creation. Whether it’s saving for a college education, growing your investment wealth, or planning for retirement, I can offer honest, experienced advice with trust and integrity.
With 20 years of investment banking experience, I\'ve got the knowledge and in-depth perspective that allows me to recommend appropriate investments tailored to your objectives and individual risk profile.
Having personally worked with key institutional investors from the inside, I have a greater depth of knowledge of their products and this background differentiates me from most advisors.
My Location
Background Information
Years of Financial Experience
- 20
Education
- University of Rhode Island (Economics)
Methods of Compensation
- Financial Planning: Asset-based fee, Hourly fee
- Investment Services: Asset-based fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- TD Ameritrade
Types of Financial Reports
- Performance Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Monthly)
- Other
Additional Business Practices
- I provide a written agreement to clients before I provide any advice or services.
- My clients have online access to their financial data
- I review my clients' financial plans with them annually and upon request
- I review my clients' investment portfolios with them annually and upon request
Registration & Licensing
- CRD/IARD Number: 2245742
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Registered Investment Advisor: Voyager Wealth Management, LLC.
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Performance Reporting, Tax Efficient Strategies
Investment Products
- Mutual Funds
Visit Website - http://www.voyagerwealth.com
Don Humphreys
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Don Humphreys
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Of course my returns beat the market! http://t.co/rO5gOuLs #invest
Why hedge funds don’t live up to their name.
http://t.co/rO5gOuLs #invest
Yale’s Swensen: Index Funds Best Plan for Most. http://t.co/rO5gOuLs #invest
Treasury Announces New 401k Rules. http://t.co/rO5gOuLs #invest #retirement