Kevin Donnelly
Kevin Donnelly is a CFP-designated registered investment advisor at Pendragon Capital Management, INC., based in Fishkill, NY, with 40 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 53 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pendragon's fees for investment management are a percentage of the value of your account, and the specific rate is negotiable. The fees generally range from 0.50% to 1.50% annually for Equity, Balanced, and Specialty Strategies, and 0.35% for the Bond Strategy. The fee is calculated each quarter based on the value of your account on the last business day of the quarter, and is paid after the end of the quarter. You can choose to have the fee deducted from your account or be invoiced directly.
Location
Fishkill, NY
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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 ActivitiesSells Insurance
Kevin is a registered representative with Brokerageselect since 2002. He is also a licensed insurance agent.
Employment History
Current Registrations
Pendragon Capital Management, INC.
Brokerageselect
BrokerageselectBroker
Previous Registrations
Kj Donnelly Planning LLC
Pmg Securities CorporationBroker
Nathan & Lewis Securities, INC.Broker
Cigna Securities, INC.Broker
State Registrations13 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.