Donna Mcconnell is a registered investment advisor at Headinvest, based in Portland, ME, with 23 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 414 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HeadInvest's annual fee for managing your investments ranges up to 1.25% of the portfolio's value. The exact percentage depends on the type and size of your account, the complexity of services, and the level of administration. Fees are billed quarterly, in advance, based on the portfolio value at the end of the prior month. There is a $10,000 minimum annual fee, charged quarterly in advance, but this can be waived. Non-profit organizations may receive up to a 20% discount.
Location
7 Custom House St, 4th Floor, Portland, ME, 04101-4194
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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
Headinvest
Previous Registrations
Head and Associates, INC
State Registrations2 states
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