Donna Zanetti
Donna Zanetti is a registered investment advisor at Pennsylvania Capital Management INC., based in Huntingdon Valley, PA, with 15 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 197 clients with $760M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
PCM offers investment management services where the annual fee ranges from 0.50% to 1.35% of the portfolio's value for accounts up to $5 million. The fee is based on the portfolio's market value and is payable quarterly or semi-annually, in advance. PCM also offers tactical asset management services with fees ranging from 1.30% to 1.95% of the portfolio's value for accounts up to $5 million. Fees are negotiable.
Location
1841 Huntingdon Pike, Huntingdon Valley, PA, 19006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donna is associated with Pennsylvania Capital Management Inc. since 2014. This activity is investment related.
Employment History
Current Registrations
Pennsylvania Capital Management INC.
Previous Registrations
Western International Securities
State Registrations1 state
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