Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are based on a percentage of assets under management, not to exceed 2.00% annually, and are billed monthly in arrears. There's also an administrative and technology fee of up to $100 per account annually for accounts over $10,000. Financial planning is included with investment management services. Stand-alone financial planning fees range from $2,000 to $10,000, fixed and agreed upon in advance.
Areas of Practice
Advisor Information
Office location
Georgetown, KY
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Donna sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. She also owns Bookworm Bookkeeping Services, LLC, providing bookkeeping and payroll services, dedicating about 10-20% of her time. Additionally, Donna works as an agent for One Life America, Inc., spending a few hours per week on Medicare education and sales.