Theresa Donatelli is a registered investment advisor at Principle Wealth, based in Madison, CT, with 31 years of industry experience. Theresa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,210 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Principle Wealth Partners charges a fee based on the value of your portfolio for wealth management services, which includes both investment management and financial planning. The annual fee can be up to 1.25% of your portfolio's value. The exact fee depends on the complexity of your situation, the amount of assets managed, and your overall relationship with Principle Wealth Partners. Fees are negotiable. There is a $5,000 minimum annual fee.
Location
48 Wall Street, Madison, CT, 06443
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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 ActivitiesSells Insurance
Theresa is insurance licensed and involved with two business entities for tax/investment purposes, Benjamin1027 LLC and Integrity Partners LLC, dedicating a few hours per week and about 10-20% of her time respectively. She also serves as Vice President of the Board and Volunteer for St. Vincent de Paul Place, spending a few hours per week.
Employment History
Current Registrations
Principle Wealth
Previous Registrations
Northstar Wealth Partners LLC
LPL Financial LLCBroker
LPL Financial LLC
Essex Financial Services, INC.Broker
Essex Financial Services, INC.
Raymond James Financial Services
Raymond James Financial Services, 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.