ED

Eric Donato

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
54 advisors
Number of Clients
2,021,610 clients
Average Client Portfolio
$263K average
Assets Under Management
$532.2B

Fee Structure

Minimum Investment:$250K

This firm provides investment management services to advisors, who then work with their clients. Envestnet does not directly set fees for clients. Clients should consult their advisor's Form ADV Part 2 for a description of the advisor's specific use of Envestnet and the programs, including fee information. Envestnet may receive fees from fund families or third-party model providers, creating potential conflicts of interest.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

1000 Chesterbrook Blvd, Suite 250, Berwyn, PA, 19312

Get directions
Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Envestnet Pmc
November 2024 - Present · 1 yr 2 mos
Previous Registrations
MML Investors Services, LLC
April 2024 - September 2024 · 5 mos
MML Investors Services, LLC Broker
August 2023 - September 2024 · 1 yr 1 mo
State Registrations2 states
ILPA
Advisor
Exams
No exam information available for this advisor.