Kathleen Donnelly
Kathleen Donnelly is a registered investment advisor at Blackridge Asset Management, LLC, based in Jupiter, FL, with 40 years of industry experience. Kathleen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 687 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blackridge Asset Management's advisors are compensated for their services by charging an advisory fee, or a combination of an advisory fee and a promotion fee, based on a percentage of the value of the assets they manage in your account, subject to a stated maximum. The actual fee is disclosed before you sign the management agreement. The advisory fee is shared between the advisor and Blackridge Asset Management. Fees are deducted from the account in advance, on a quarterly basis, based on an average daily balance from the previous quarter.
Location
1070 E. Indiantown Road, Suite 208-210, Jupiter, FL, 33477
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Regulatory History (1)
Customer Dispute
June 2003Other Business ActivitiesSells Insurance
Kathleen owns Legacy Six Consulting, providing insurance training for LA Chargers recruits, though this takes minimal time. She also owns Partners Group of Georgia and is a life insurance broker for The Financial Partners Group, dedicating about 10-20% of her time to the latter.
Employment History
Current Registrations
Blackridge Asset Management, LLC
Peak Brokerage Services, LLC
Peak Brokerage Services, LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
Financial Telesis, INC.
Financial Telesis INCBroker
Signator Investors, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.