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 Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are up to 1.25% annually and are negotiable at the discretion of Principle Wealth Partners based on asset size, scope of work, and account complexity. Minimum annual fee of $5,000 applies.
Fee Estimator
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.
Exams
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