Thomas Donnelly is a registered investment advisor at Navellier & Associates INC, based in New York, NY, with 36 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,303 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Navellier & Associates manages investments for a fee based on a percentage of your portfolio. The annual fee typically ranges from 0.30% to 1.25% depending on the investment strategy. Fees are calculated quarterly, in advance, based on the portfolio's market value. There is no minimum fee. If you end your relationship with Navellier before the end of a quarter, you'll receive a pro-rata refund.
For Private Client Group clients, the fees are:
- $500,000 to $1,500,000: 1.00%
- $1,500,001 to $2,500,000: 0.85%
- $2,500,001 to $5,000,000: 0.70%
- Over $5,000,000: 0.60%
Accounts under $500,000 are billed at 1.25%.
Location
1345 6th Ave 2nd Floor, New York, NY, 10105
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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
Thomas works as a wholesaler with Navellier, a third-party investment advisor, and as a part-time sales consultant in home improvement. The home improvement role takes a few hours per week and compensation is commission-based.
Employment History
Current Registrations
Navellier & Associates INC
Previous Registrations
Corecap Investments, INC.Broker
Advisors Asset Management, INC.
Advisors Asset Management, INC.Broker
Innovation Partners LLCBroker
Pimco Investments LLCBroker
Allianz Global Investors Distributors LLCBroker
Claymore Advisors, LLC
Claymore Securities, INC.Broker
Morgan Stanley Dw INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley Dw 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.