Donna Teets is a registered investment advisor at Almanack Investment Partners, based in Newtown Square, PA, with 24 years of industry experience. Donna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 426 clients with $950M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Fees generally range from 0.05% to 2.50% annually based on a percentage of assets under management. Fees are negotiable based on client complexity, volume of assets, and other factors.
Fee Estimator
Location
3803 West Chester Pike, Suite 110, Newtown Square, PA, 19073
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Regulatory History
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 Activities
Donna works as an independent contractor for McCormick Consumer Testing, participating in their consumer testing program since 2006. She spends minimal time on this activity, completing questionnaires after tasting products.
Employment History
Current Registrations
Almanack Investment Partners
Previous Registrations
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Almanack Investment Partners
Cetera Advisor Networks LLCBroker
United Capital Financial Advisers
Girard Securities, INC.Broker
Psa Financial Advisors INC
Psa Equities, INC.Broker
State Registrations1 state
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.
Exams
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