Keith Donnell is a CFP-designated registered investment advisor at Modern Wealth Concepts LLC, based in Jenkintown, PA, with 15 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 34 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
Fees may be negotiable prior to engagement.
Fee Estimator
Location
261 Old York Rd, Suite 735, Jenkintown, PA, 19046
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Keith provides financial counseling to service members and is an adjunct professor of finance. He is also the President of ModernWealthConcepts LLC and works with The Executive Services Group, providing executive leadership and life coaching, dedicating minimal time outside of trading hours.
Employment History
Current Registrations
Modern Wealth Concepts LLC
State Registrations1 state
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