Donna Murr is a CFP-designated registered investment advisor at Orgel Wealth Management, LLC, based in Altoona, WI, with 21 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 3,911 clients with $8.1B 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 | 0.75% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $25.0M | 0.30% |
| $25.0M - $50.0M | 0.25% |
| $50M+ | 0.10% |
Orgel Wealth Management may charge a lesser investment management fee based upon certain criteria. Certain historic fee schedules may also impose lower advisory fees for the management of fixed income and cash and cash equivalent securities, compared to the advisory fee for managing equity and alternative investments.
Fee Estimator
Location
2420 Rivers Edge Drive, Altoona, WI, 54720
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Orgel Wealth Management, LLC
Previous Registrations
Cliftonlarsonallen Wealth Advisors, LLC
State Registrations3 states
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